Stacy
Shields

Fortitude Advisory Group L.L.C

CRD#7112924
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Stacy Shields is a financial advisor based in Gig Harbor, Washington, working with Fortitude Advisory Group L.L.C. Stacy has previously held positions at Dynamic Wealth Advisors, Trueblue, Sj Wealth Management LLC, and Fortitude Advisory Group L.L.C. Stacy has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Stacy is part of Fortitude Advisory Group L.L.C, which operates out of Gig Harbor, Washington. The firm has 8 offices and 25 employees. The firm manages assets totaling $429.6 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fortitude Advisory Group L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7195 Wagner Way Suite 104
Gig Harbor, WA 98335

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Fortitude Advisory Group L.L.C Brokerage Details

Total Assets Under Management

$429,645,351

WA Average: $3,566,627,242
Total Number of Employees

25

WA Average: 46
Total Number of Accounts

1,543

WA Average: 1,499
Average Account Size

$278,448

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Stacy Shields Work History

2021 - Present (3 years)

Fortitude Advisory Group L.L.C

2020 - Present (4 years)

Dynamic Wealth Advisors

2018 - Present (6 years)

Sj Wealth Management LLC

2007 - 2018 (11 years)

Trueblue

Disclosures

Please visit the SEC profile of Stacy Shields 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 Fortitude Advisory Group L.L.C

Steven Farr
Warrensburg, MO
Gregory Mallia
New York, NY
Andrew Finnigan
Gig Harbor, WA
Ronald Weintraub
Kentfield, CA
Jacinta Earl
Gig Harbor, WA
Matthew Sanes
Gig Harbor, WA
Stacy Shields
Gig Harbor, WA
Louis Scatigna
Gig Harbor, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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