Stacy AlbrechtCRD Number: 5864588
Current Firm: Janney Montgomery Scott LLC
Stacy Albrecht (CRD# 5864588) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Baltimore, MD and has over 7 years of experience in the finance industry.
Equitable Advisors, LLC
Private Fund Advisors, Inc.
Xml Financial Group
|Janney Montgomery Scott LLC||Baltimore, MD||Jul 2021 - Current||< 1|
|Janney Montgomery Scott||Baltimore, MD||Nov 2010 - Jul 2021||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management62,029MILLIONS
Total Number of Accounts171,451ACCOUNTS
Average Account Value$361,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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