Stacy Tredennick, financial advisor Campbell CA
93 score

Stacy Tredennick

CRD Number: 4587098
Current Firm: Whjr Associates

Stacy Tredennick (CRD# 4587098) is an Investment Advisor Representative working at Whjr Associates in Campbell, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates Campbell, CA Jan 2011 - Current 6
Whjr Associates Campbell, CA Jan 2011 - Current 6
Bank Of America, Na Oakland, CA Sep 2009 - Jan 2011 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Oakland, CA Sep 2002 - Jan 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Stacy M. Tredennick
Phone Number: 408-376-0660
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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