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Stacey Lynn Sargent

CHICAGO CAPITAL, LLC·CHICAGO, Illinois
Unclaimed Profile
135 S. LASALLE, CHICAGO, IL 60603CRD# 2594207Firm CRD# 291624
01

About

Stacey Lynn Sargent is a registered financial advisor based in CHICAGO, Illinois, affiliated with CHICAGO CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHICAGO CAPITAL, LLC
CHICAGO CAPITAL, LLC
AUM
$3.5B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CHICAGO CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2594207
Firm CRD# 291624
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacey Lynn Sargent offer?
Stacey Lynn Sargent specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Stacey Lynn Sargent's credentials?
Stacey Lynn Sargent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacey Lynn Sargent located?
Stacey Lynn Sargent is based in CHICAGO, Illinois, working with CHICAGO CAPITAL, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Stacey Lynn Sargent charge for services?
Stacey Lynn Sargent's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHICAGO CAPITAL, LLC?
CHICAGO CAPITAL, LLC has approximately 14 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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