Stacey Beverley has been an investment adviser representative at Compass Financial Group since April 2020, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Group, Inc. is a Deerfield Beach, FL firm with $430M under management, 120 clients and 4 advisers in one office, as of its March 2026 filing.
- – present · 6 yearsDeerfield Beach, FL · Adviser representative · Firm CRD 125186
Investment adviser representative registrations
Stacey Beverley is registered as an investment adviser representative in Florida, since April 2020.
- FloridaSince 6 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stacey Lynn Beverley
- CRD
- 4678448
- Firm
- Compass Financial Group · CRD 125186
- Office
- 665 S.E. 10TH STREET, SUITE 202, Deerfield Beach, FL 33441
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Stacey Beverley work?
Stacey Beverley is an investment adviser representative registered through Compass Financial Group, Inc. since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Stacey Beverley a financial advisor?
Yes. Stacey Beverley has a current investment-adviser registration in Florida, through Compass Financial Group since April 2020.
How many years of experience does Stacey Beverley have?
Stacey Beverley has 6 years in the financial industry, since April 2020, across 1 adviser firm.
What exams has Stacey Beverley passed?
Stacey Beverley passed the Series 65 in March 2020.
Where is Stacey Beverley based?
Stacey Beverley’s registered office is in Deerfield Beach, FL.
Is Stacey Beverley registered with FINRA?
No. Stacey Beverley has no current broker registration.
How can I verify Stacey Beverley’s record?
Search CRD 4678448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacey Beverley’s full registration record.
