Unclaimed Profile

Stacie Renae Nemetz

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 63, Series 66CFPClean record9 years registeredAPELLA CAPITAL, LLC

65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 4796055Firm CRD# 171106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacie Renae Nemetz · WEST HARTFORD, CT

Registration

CRD #4796055 · APELLA CAPITAL, LLC · 9 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Jul 2022 – present

NR SMITH AND ASSOCIATES, P.S.

Sep 2019 – Jan 2023

OLYMPIA, WA

CETERA ADVISOR NETWORKS LLC

May 2017 – Sep 2019

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 25, 2017

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Stacie Renae Nemetz offer?

Stacie Renae Nemetz specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Stacie Renae Nemetz's credentials?

Stacie Renae Nemetz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stacie Renae Nemetz located?

Stacie Renae Nemetz is based in WEST HARTFORD, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Stacie Renae Nemetz charge for services?

Stacie Renae Nemetz's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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