Stacy Kupsky is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One Town Center Road, Suite 660, Boca Raton, FL, 33486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stacy owns 100% of Breakthrough Financial, LLC, dedicating full-time hours to this investment-related activity. Stacy also participates as a panelist in Thrive Business Panel, spending minimal time attending speaking engagements.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 states
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