Stacy
Schwaegler
Parcion Private Wealth LLC
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About this Advisor
Stacy Schwaegler is a financial advisor working out of Bellevue, Washington. Schwaegler is currently employed by Parcion Private Wealth LLC. Their career trajectory has included roles at Cpwm, LLC, Columbia Pacific Management, University Of Washington, Ci Columbia Pacific Private Wealth, Cipw Service Company, LLC and Parcion Private Wealth LLC. Schwaegler holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Washington. Parcion Private Wealth LLC is an advisory company headquartered in Bellevue, WA. It has $2 billion in total assets across its 1,221 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 1,221 accounts, 44% belong to high-net-worth investors who have at least $1 million in investable assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on the type of services provided. However, fees billed by Parcion Private Wealth LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parcion Private Wealth LLC Brokerage Details
$1,745,409,940
28
1,221
$1,429,492
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stacy Schwaegler Work History
Stacy has been registered as a financial advisor for 0 years.*
Parcion Private Wealth LLC
Ci Columbia Pacific Private Wealth
Cipw Service Company, LLC
Cpwm, LLC
Columbia Pacific Management
University Of Washington
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stacy Schwaegler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parcion Private Wealth LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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