Stacy Ethyl Shields
Investment adviser representative at Fortitude Advisory Group L.L.C.
19 yearsExperience
1 stateRegistered in
$467.5MFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Fortitude Advisory Group L.L.C.Jan 2021 to now
- Dynamic Wealth AdvisorsDec 2020 to now
- Sj Wealth Management LLCNov 2018 to now
- TrueblueAug 2007 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fortitude Advisory Group L.L.C.
$467.5MAssets managed
622Clients
15Advisers
24 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
- 7112924
- Firm CRD
- 116083