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Stacy Ethyl Shields

Fortitude Advisory Group L.L.C.
6 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning
Fortitude Advisory Group L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
654 clients
Average Client Portfolio
$637K average
Assets Under Management
$416.9M

Fee Structure

Minimum Investment:$25K

Location

7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Dynamic Wealth Advisors
May 2019 - December 2020 · 1 yr 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.