AdvisorOS Directory
Claim Profile
SC

Stacy Ann Clifford

HOLISTIC WEALTH ADVISORS·CLIFTON PARK, New York
Unclaimed Profile
5 SOUTHSIDE DRIVE, CLIFTON PARK, NY 12065CRD# 4577816Firm CRD# 332918
01

About

Stacy Ann Clifford is a registered financial advisor based in CLIFTON PARK, New York, affiliated with HOLISTIC WEALTH ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HOLISTIC WEALTH ADVISORS
HOLISTIC WEALTH ADVISORS
AUM
—
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HOLISTIC WEALTH ADVISORS →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4577816
Firm CRD# 332918
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLIFTON PARK?

Browse all registered financial advisors in CLIFTON PARK, New York or claim this profile if it's yours.

Browse CLIFTON PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stacy Ann Clifford offer?
Stacy Ann Clifford specializes in Financial Planning, Investment Management. Contact their office in CLIFTON PARK, New York for a consultation.
What are Stacy Ann Clifford's credentials?
Stacy Ann Clifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacy Ann Clifford located?
Stacy Ann Clifford is based in CLIFTON PARK, New York, working with HOLISTIC WEALTH ADVISORS. Their office serves clients in the CLIFTON PARK metropolitan area and surrounding communities.
How does Stacy Ann Clifford charge for services?
Stacy Ann Clifford's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLISTIC WEALTH ADVISORS?
HOLISTIC WEALTH ADVISORS has approximately 9 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLIFTON PARK
Andrew Gregory Guzzetti — DLG WEALTH MANAGEMENT LLCJeffrey Spencer Sargent — HOLISTIC WEALTH ADVISORSWalton Aldrich Williams — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCPaul Joseph Corr — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCWendy-Sue Elliott — ETICO WEALTH MANAGEMENT LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile