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Stacey Lynn Sears

EMERALD ADVISERS, LLC·LEOLA, Pennsylvania
Series 7, Series 63, Series 65Clean record24 years registeredEMERALD ADVISERS, LLC
3175 OREGON PIKE, LEOLA, PA 17540CRD# 2610425Firm CRD# 107496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacey Lynn Sears · LEOLA, PA
Registration
CRD #2610425 · EMERALD ADVISERS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

EMERALD ADVISERS, LLC
Jan 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 3, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EMERALD ADVISERS, LLC
CRD 107496 · SEC 801-40263
AUM
$2.4B
Regulatory assets under management
Employees
35
50 client accounts
Services offered by EMERALD ADVISERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EMERALD ADVISERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Stacey Lynn Sears offer?
Stacey Lynn Sears specializes in Investment Management, Wealth Management. Contact their office in LEOLA, Pennsylvania for a consultation.
What are Stacey Lynn Sears's credentials?
Stacey Lynn Sears is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacey Lynn Sears located?
Stacey Lynn Sears is based in LEOLA, Pennsylvania, working with EMERALD ADVISERS, LLC. Their office serves clients in the LEOLA metropolitan area and surrounding communities.
How does Stacey Lynn Sears charge for services?
Stacey Lynn Sears's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERALD ADVISERS, LLC?
EMERALD ADVISERS, LLC has approximately 35 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EMERALD ADVISERS, LLC

Joseph Edward Besecker
LEOLA, PA
Kenneth George Mertz
LEOLA, PA
Daniel Webster Moyer
LEOLA, PA

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