Unclaimed Profile

Staci Ann Compagno

PORTSIDE WEALTH GROUP, LLC·PROVO, Utah

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 6615 years registeredPORTSIDE WEALTH GROUP, LLC

3507 N UNIVERSITY AVE, PROVO, UT 84604CRD# 2824392Firm CRD# 325175

Profile Verification

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

Identity

Staci Ann Compagno · PROVO, UT

Registration

CRD #2824392 · PORTSIDE WEALTH GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PORTSIDE WEALTH GROUP, LLC

Mar 2023 – present

TOWNSQUARE CAPITAL, LLC

Apr 2019 – Jun 2023

PROVO, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Aug 2014 – Jul 2018

south jordan, UT

CETERA ADVISOR NETWORKS LLC

Jan 2013 – Aug 2014

COTTONWOOD HEIGHTS, UT

AXA ADVISORS, LLC

Nov 2010 – Jan 2013

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · November 29, 2010

Years registered · 15

Disclosure History

2016Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PORTSIDE WEALTH GROUP, LLC

CRD 325175 · SEC 801-127529

AUM

$885M

Regulatory assets under management

Employees

10,048 client accounts

Services offered by PORTSIDE WEALTH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PORTSIDE WEALTH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Staci Ann Compagno offer?

Staci Ann Compagno specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.

What are Staci Ann Compagno's credentials?

Staci Ann Compagno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Staci Ann Compagno located?

Staci Ann Compagno is based in PROVO, Utah, working with PORTSIDE WEALTH GROUP, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Staci Ann Compagno charge for services?

Staci Ann Compagno'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 PORTSIDE WEALTH GROUP, LLC?

PORTSIDE WEALTH GROUP, LLC has approximately 40 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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