Stacy Colonna
Stacy Colonna is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Londonderry, NH, with 9 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are up to 1.75% annually for standard investment management, and up to 2.0% for clients requiring specialized family office or special needs services. Fees are negotiable.
Fee Estimator
Location
50 Nashua Road, Suite 102, Londonderry, NH, 03053
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stacy works as a Client Acquisition Advisor and sells fixed annuities and life insurance for Scranton Financial Group, taking up most of her time. She also markets for fixed insurance and investment advisory services through The Retirement Income Source and Scranton Financial Group, LLC DBA Retirement Income Source SFG, though this takes no business hours.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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