Stacy Dang, financial advisor Chicago IL
93 score

Stacy Dang

CRD Number: 3143275
Current Firm: Pt Asset Management, LLC

Stacy Dang (CRD# 3143275) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Performance Trust Capital Partners, LLC Chicago, IL Jun 2011 - Current 5
Pt Asset Management, LLC Chicago, IL Jun 2011 - Current 5
Portfolio Brokerage Services, Inc. Chicago, IL Jun 2007 - Jun 2011 4
Envestnet Asset Management, Inc. Chicago, IL Jun 2007 - Jun 2011 4
Chicago Analytic Trading Company, LLC Chicago, IL May 2003 - Jun 2007 4
S4 Capital, LLC Chicago, IL May 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Stacy B. Dang
Phone Number: 312-521-1000
Firm Website: http://www.ptam.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,549
    MILLIONS
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $9,932,495
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MN, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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