Stacey Lynn Buchholtz
Investment adviser representative at Anchor Bay Private Wealth LLC
15 yearsExperience
1 stateRegistered in
$51.7MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Anchor Bay Private Wealth LLCMar 2024 to now
- dba Qce Insurance SolutionsJun 2017 to now
- James Morrison Insurance ServicesJun 2022 to Oct 2024
- Prudential Insurance Company of AmericaFeb 2020 to Jun 2022
- Pruco Securities, LLC.Aug 2019 to Jun 2022
- Independent Contractor At James M Morrison InsuranceAug 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Anchor Bay Private Wealth LLC
$51.7MAssets managed
59Clients
5Advisers
3 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
- 7173059
- Firm CRD
- 327418