Stacey Neal Brooks
Investment adviser representative at Maridea Wealth Management
22 yearsExperience
2 statesRegistered in
$2BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Maridea Wealth Management LLCJun 2026 to now
- Private Client ServicesJun 2026 to now
- LPL Financial LLCOct 2021 to Jun 2026
- Cetera Advisors LLCJan 2004 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Maridea Wealth Management
Legal name: Maridea Wealth Management LLC
$2BAssets managed
2,100Clients
38Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2903664
- Firm CRD
- 325523