Unclaimed Profile

Stacy Ann Bazylinski

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts

SIE, Series 7, Series 66CFPClean record13 years registeredRPG FAMILY WEALTH ADVISORY, LLC

25 BURLINGTON MALL ROAD, BURLINGTON, MA 01803CRD# 5222512Firm CRD# 158528

Profile Verification

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

Identity

Stacy Ann Bazylinski · BURLINGTON, MA

Registration

CRD #5222512 · RPG FAMILY WEALTH ADVISORY, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

CETERA ADVISOR NETWORKS LLC

Sep 2022 – Jun 2023

EL SEGUNDO, CA

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Nov 2016 – Mar 2022

ANDOVER, MA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2014 – Dec 2016

ANDOVER, MA

RPG FAMILY WEALTH ADVISORY, LLC

Nov 2012 – Jun 2014

BURLINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 14, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPG FAMILY WEALTH ADVISORY, LLC

CRD 158528 · SEC 801-72631

AUM

$492M

Regulatory assets under management

Employees

533 client accounts

Services offered by RPG FAMILY WEALTH ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPG FAMILY WEALTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Stacy Ann Bazylinski offer?

Stacy Ann Bazylinski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Massachusetts for a consultation.

What are Stacy Ann Bazylinski's credentials?

Stacy Ann Bazylinski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stacy Ann Bazylinski located?

Stacy Ann Bazylinski is based in BURLINGTON, Massachusetts, working with RPG FAMILY WEALTH ADVISORY, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Stacy Ann Bazylinski charge for services?

Stacy Ann Bazylinski'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 RPG FAMILY WEALTH ADVISORY, LLC?

RPG FAMILY WEALTH ADVISORY, LLC has approximately 24 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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