Stacey Hyde has been President and Owner of Envision Financial Planning since May 2022, is a control person of the firm and directly owns 75% or more of it.
Envision Financial Planning, LLC is a Memphis, TN firm with $462M under management, 276 clients and 4 advisers in one office, as of its March 2026 filing.
Stacey Hyde’s longest registration was 11 years at Commonwealth Financial Network (2010–2022). Before joining Envision Financial Planning in 2022, Stacey Hyde was registered through Commonwealth Financial Network and First Tennessee Advisory Services, Inc.
- – present · 4 yearsMemphis, TN · Adviser representative · Firm CRD 321790
- Commonwealth Financial Network– · 11 yearsMemphis, TN · Adviser representative · Firm CRD 8032
- First Tennessee Advisory Services, Inc.– · 2 yearsMemphis, TN · Adviser representative · Firm CRD 143830
- FTB Advisors, Inc.– · 6 yearsMemphis, TN · Adviser representative · Firm CRD 17117
Investment adviser representative registrations
Stacey Hyde is registered as an investment adviser representative in 2 states. Each was approved in June 2022.
- TennesseeSince 28 June 2022
- TexasSince 24 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 September 1995 |
| Series 7 | General Securities Representative Examination | 7 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stacey Stephenson Hyde
- CRD
- 2656216
- Firm
- Envision Financial Planning · CRD 321790
- Role
- President and Owner
- Office
- 5100 POPLAR AVENUE,, SUITE 2428, Memphis, TN 38137
- Registration
- Investment adviser registration
- In the industry since
- October 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Stacey Hyde work?
Stacey Hyde has been President and Owner of Envision Financial Planning, LLC since May 2022, and is a control person of the firm.
Is Stacey Hyde a financial advisor?
Yes. Stacey Hyde has a current investment-adviser registration in Tennessee and Texas, through Envision Financial Planning since June 2022.
How many years of experience does Stacey Hyde have?
Stacey Hyde has 31 years in the financial industry, since October 1995, across 4 adviser firms.
What exams has Stacey Hyde passed?
Stacey Hyde has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 1995. FINRA credited Stacey Hyde with the SIE, which began in October 2018.
Where did Stacey Hyde work before Envision Financial Planning?
Before Envision Financial Planning, Stacey Hyde was registered through First Tennessee Advisory Services, Inc., July 2008 to November 2010; FTB Advisors, Inc., March 2004 to November 2010.
Where is Stacey Hyde based?
Stacey Hyde’s registered office is in Memphis, TN.
Is Stacey Hyde registered with FINRA?
No. Stacey Hyde has no current broker registration.
How can I verify Stacey Hyde’s record?
Search CRD 2656216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacey Hyde’s full registration record.