Stacey Wescoat, financial advisor Poplar Bluff MO

Stacey Wescoat

CRD Number: 6063940
Current Firm: Morgan Stanley

Stacey Wescoat (CRD# 6063940) is an Investment Advisor Representative working at Morgan Stanley in Poplar Bluff, MO and has over 11 years of experience in the finance industry.

Similar Advisors
Jerry Bagby, financial advisor Poplar Bluff MO
Jerry M. Bagby
CRD# 1135088
Bagby Wealth Management
Similar Advisors
Dairel Denton, financial advisor Poplar Bluff MO
Dairel L. Denton
CRD# 1678155
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Charlie Flannigan, financial advisor Poplar Bluff MO
Charlie L. Flannigan
CRD# 1674473
Edward Jones
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Mar 2022 - Current 2
Morgan Stanley Smith Barney LLC Poplar Bluff, MO Jan 2022 - Current 2
Edward Jones St. Louis, MO May 2012 - Jan 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Stacey A. Wescoat
Phone Number: 914-225-5510
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Stacey Wescoat and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.