Stacy DangCRD 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 17 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|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|
Total Assets Under Management1,549MILLIONS
Total Number of Accounts156ACCOUNTS
Average Account Value$9,932,495
- A percentage of assets under your management
- Performance-based fees
- 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
AZ, CA, CO, FL, IL, MN, TX, WA
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