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Stacy Fisher

FISHER & WIENS WEALTH MANAGEMENT, LLC·DANVILLE, California
Unclaimed Profile
931 HARTZ AVENUE, DANVILLE, CA 94526CRD# 6731461Firm CRD# 286079
01

About

Stacy Fisher is a registered financial advisor based in DANVILLE, California, affiliated with FISHER & WIENS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FISHER & WIENS WEALTH MANAGEMENT, LLC
FISHER & WIENS WEALTH MANAGEMENT, LLC
AUM
$219M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FISHER & WIENS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6731461
Firm CRD# 286079
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacy Fisher offer?
Stacy Fisher specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.
What are Stacy Fisher's credentials?
Stacy Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacy Fisher located?
Stacy Fisher is based in DANVILLE, California, working with FISHER & WIENS WEALTH MANAGEMENT, LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Stacy Fisher charge for services?
Stacy Fisher's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FISHER & WIENS WEALTH MANAGEMENT, LLC?
FISHER & WIENS WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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