Bryce Philip Stacy
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- PKS InvestmentsAug 2024 to now
- Merit Financial AdvisorsJul 2024 to now
- LPL Financial LLCSep 2022 to Aug 2024
- Mersberger FinancialJun 2022 to Sep 2022
- UnemployedJan 2022 to Jun 2022
- Richard WickSep 2021 to Dec 2021
- Northwestern Mutual Investment Services LLCFeb 2021 to Dec 2021
- Northwestern Mutual Life Insurance CompanyDec 2020 to Sep 2021
- BNSFMar 2013 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7306267
- 142457