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 Education Planning, Estate Planning, Investment Management, Retirement Planning. 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
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
Location
50 Nashua Road, Suite 102, Londonderry, NH, 03053
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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.