Stacey Ann Treanor
Investment adviser representative at Synergy Fg
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$364.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Synergy FgJul 2025 to now
- Synergy Financial GroupJul 2025 to now
- Ameriprise Financial Services, LLCDec 2021 to Jun 2025
- BairdNov 2018 to Dec 2021
- UnemployedAug 2018 to Oct 2018
- Ameriprise Financial Services, Inc.Sep 2014 to Aug 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Synergy Fg
Legal name: Synergy Financial Group, Ltd
$364.2MAssets managed
126Clients
3Advisers
6 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
- 4763157
- Firm CRD
- 309961