Nancy Von Stackelberg has been Principal of Radius Wealth Management since February 2014, is a control person of the firm and directly owns 75% or more of it. Nancy Von Stackelberg studied at Colby-Sawyer College.
Radius Wealth Management, Inc. is a Boston, MA firm with $159M under management, 132 clients and 2 advisers across 3 offices, as of its July 2026 filing.
Nancy von Stackelberg is Principal and Co-Founder of Radius Wealth Management. She has 35 years of investment and financial services experience and was previously a vice president and portfolio manager at Fernwood Investment Management for more than 5 years. Before that she was a vice president and senior account executive at Fidelity and a portfolio manager at Bainco International Investors, and she started her career with Merrill Lynch in 1972.
Nancy Von Stackelberg’s longest registration is the current one, 12 years at Radius Wealth Management since 2014. Before joining Radius Wealth Management in 2014, Nancy Von Stackelberg was registered through Fernwood Investment Management, LLC and Fidelity Personal Trust Company, FSB.
- – present · 12 yearsBoston, MA · Adviser representative · Firm CRD 168159
- Fernwood Investment Management, LLC– · 5 yearsQuincy, MA · Adviser representative · Firm CRD 126144
- Fidelity Personal Trust Company, FSB– · 2 yearsBoston, MA · Adviser representative · Firm CRD 109516
- Strategic Advisers, Inc.– · 4 yearsBoston, MA · Adviser representative · Firm CRD 104555
Professional designations
Listed by Radius Wealth Management
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Nancy Von Stackelberg is registered as an investment adviser representative in Massachusetts, since March 2014.
- MassachusettsSince 10 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 February 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 1994 |
| Series 7 | General Securities Representative Examination | 18 July 1994 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nancy Schaffer Von Stackelberg
- CRD
- 820209
- Firm
- Radius Wealth Management · CRD 168159
- Role
- Principal
- Office
- 1 MARIANA PARK DRIVE, SUITE 1484, Boston, MA 02210
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- radiuswealth.com
Where does Nancy Von Stackelberg work?
Nancy Von Stackelberg has been Principal of Radius Wealth Management, Inc. since February 2014, and is a control person of the firm.
Is Nancy Von Stackelberg a financial advisor?
Yes. Nancy Von Stackelberg has a current investment-adviser registration in Massachusetts, through Radius Wealth Management since March 2014.
How many years of experience does Nancy Von Stackelberg have?
Nancy Von Stackelberg has 22 years in the financial industry, since July 2004, across 4 adviser firms.
What exams has Nancy Von Stackelberg passed?
Nancy Von Stackelberg has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 1994.
Where did Nancy Von Stackelberg work before Radius Wealth Management?
Before Radius Wealth Management, Nancy Von Stackelberg was registered through Fernwood Investment Management, LLC, October 2008 to March 2014; Fidelity Personal Trust Company, FSB, March 2005 to March 2007; Strategic Advisers, Inc., June 2004 to August 2008.
Where is Nancy Von Stackelberg based?
Nancy Von Stackelberg’s registered office is in Boston, MA.
Is Nancy Von Stackelberg registered with FINRA?
No. Nancy Von Stackelberg has no current broker registration.
Is Nancy Von Stackelberg a CFP?
Radius Wealth Management lists Nancy Von Stackelberg with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Nancy Von Stackelberg’s record?
Search CRD 820209 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nancy Von Stackelberg’s full registration record.
