Samuel Stacey
Investment adviser representative at Nilsine Partners, LLC
14 yearsExperience
2 statesRegistered in
$1.9BFirm assets
5 yearsFirm in business
Are you Samuel Stacey? Claim your profile
Contact this firm
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
14 years in the industry.
- Nilsine Partners, LLCApr 2022 to now
- Pepsico - Frito LayJul 2021 to Apr 2022
- PepsicoJul 2020 to Sep 2020
- Becoming Your Best Global LeadershipJan 2019 to May 2019
- Brigham Young UniversityJan 2017 to May 2021
- VariousJan 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Nilsine Partners, LLC
$1.9BAssets managed
559Clients
15Advisers
5 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
- 7560728
- Firm CRD
- 315694