Stacy Ann Bazylinski
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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 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
- Seminars and workshops
Experience
12 years in the industry.
- Crossings At Sleepy Hollow Cooperative, IncMar 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2022 to now
- Tower Group Wealth AdvisorySep 2022 to now
- UnemployedMar 2022 to Sep 2022
- Steward Partners Investment Advisory, LLCJan 2016 to Mar 2022
- Non-variable InsuranceApr 2015 to Mar 2022
- Steward Partners Global Advisory, LLCApr 2015 to Mar 2022
- Raymond James Financial Services Advisors Inc.Jul 2014 to Mar 2022
- Raymond James Financial ServicesMay 2014 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5222512
- Firm CRD
- 105644