SM
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Stacie Middleton

2 Years of Experience
Byron Center, MI
Broker

Stacie Middleton is a registered investment advisor at Cetera Investment Advisers LLC, based in Byron Center, MI, with 2 years of industry experience. Stacie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Byron Center, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stacie is a fiduciary for family members and POA/executor to an estate since 2013, dedicating minimal time. She is also the treasurer for Marshall Active Parents and Students (MAPS) and Arlington Park Home Owners Association (HOA), spending a few hours per week and minimal time respectively.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Financial Specialists LLCBroker
April 2023 - Present · 3 yrs 1 mo
State Registrations2 states
FLMI
AdvisorBrokerBoth

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
No exam information available for this advisor.