Stacy
Talarico

Spc

CRD#4391667
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Stacy Talarico is a financial advisor who works out of Ann Arbor, Michigan, who has been in the industry for 10 years. Talarico is currently employed by Spc. Over the course of their career, they have held roles at Fidelity Investments, Edward Jones, Sigma Financial Corporation, Spc and Financial Engines Advisors L.L.C. Talarico maintains Series 66 and Series 63 licenses, certifying them as a securities representative, and is able to operate in Michigan. Spc is an advisory firm that has its headquarters in Ann Arbor, Michigan. The investment advisory business has offices in 464 locations and a total of 705 advisors. It has $5 billion in assets under management across its 25,865 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 25,865 customer accounts, just 9% belong to high-net-worth investors who have more than $1 million in assets. Spc performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on which services the firm provides the client. However, fee types billed by Spc can consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Stacy Talarico Work History

Stacy has 10 years of experience.

2020 - Present (2 years)

Sigma Financial Corporation

2020 - Present (2 years)

Spc

2018 - 2019 (1 year)

Edward Jones

2017 - 2018 (1 year)

Financial Engines Advisors L.L.C

2011 - 2016 (5 years)

Fidelity Investments

Disclosures

Stacy Talarico has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Robert Wilber
Elyria, OH
Gregory Genter
Allen Park, MI
Thomas Schalk
Gainesville, TX
James Sadek
Austin, TX
Stacy Talarico
Ann Arbor, MI
Craig Freund
Lisle, IL
Brandon Grammatico
Ann Arbor, MI
Brandon Konda
Irvine, CA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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