Stacie Weber, financial advisor Scarsdale NY

Stacie Weber

CRD Number: 5938506
Current Firm: Fidelity Personal And Workplace Advisors

Stacie Weber (CRD# 5938506) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarsdale, NY and has over 12 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Fidelity Investments Scarsdale, NY Feb 2019 - Current 5
Jpmorgan Securities LLC Croton On Hudson, NY Dec 2016 - Jan 2019 2
Hardy Ii Corp, Hardy & Weber Properties Beacon, NY Nov 2011 - Jun 2017 5
E*trade Securities LLC Scarsdale, NY Aug 2015 - Nov 2016 1
E*trade Capital Management LLC Scarsdale, NY Aug 2015 - Nov 2016 1
Jp Morgan Securities LLC Yorktown Heights, NY Oct 2013 - Aug 2015 1
Hardy Ii Corp Beacon, NY Nov 2011 - Jul 2015 3
Hardy & Weber Properties Corp. Beacon, NY Nov 2011 - Jul 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Stacie K. Weber
Phone Number: 617-563-7000
Registered State(s):
  • CT
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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