Stacy Culotta has been an investment adviser representative at Freedom Family Office since August 2025, and is not listed among the firm’s executive officers or direct owners.
Freedom Family Office, LLC is a firm with $162M under management, 130 clients and 5 advisers across 4 offices, as of its April 2026 filing.
Stacy Culotta is a Wealth Advisor at Freedom Family Office. She has over 22 years of experience in the financial services industry, including investment planning, retirement planning and tax planning, with a specialization in estate planning. Culotta is an active member of the firm's investment committee.
Stacy Culotta’s longest registration was 4 years at Goldman Sachs Personal Financial Management (2019–2023). Before joining Freedom Family Office in 2025, Stacy Culotta was registered through Robert W. Baird & Co. Incorporated and Goldman Sachs Personal Financial Management.
- Freedom Family Office, LLCCurrent– present · 1 yearMesa, AZ · Adviser representative · Firm CRD 310275
- Robert W. Baird & Co. Incorporated– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 8158
- Goldman Sachs Personal Financial Management– · 4 yearsScottsdale, AZ · Adviser representative · Firm CRD 134600
- Chase Investment Services Corp.– · under a yearChicago, IL · Adviser representative · Firm CRD 25574
- Banc One Securities Corporation– · 1 yearChandler, AZ · Adviser representative · Firm CRD 16999
Professional designations
Listed by Freedom Family Office
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Stacy Culotta is registered as an investment adviser representative in Arizona, since August 2025.
- ArizonaSince 25 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 December 2023 |
| Series 7TO | General Securities Representative Examination | 15 September 2023 |
| SIE | Securities Industry Essentials Examination | 10 June 2023 |
| Series 7 | General Securities Representative Examination | 16 September 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Stacy Lynn Culotta
- CRD
- 4553639
- Firm
- Freedom Family Office · CRD 310275
- Office
- Mesa, AZ
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- freedomfamilyoffice.com
Where does Stacy Culotta work?
Stacy Culotta is an investment adviser representative registered through Freedom Family Office, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stacy Culotta a financial advisor?
Yes. Stacy Culotta has a current investment-adviser registration in Arizona, through Freedom Family Office since August 2025.
How many years of experience does Stacy Culotta have?
Stacy Culotta has 10 years in the financial industry, since August 2016, across 5 adviser firms.
What exams has Stacy Culotta passed?
Stacy Culotta has passed 4 licensing exams: the Series 7, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in September 2002.
Where did Stacy Culotta work before Freedom Family Office?
Before Freedom Family Office, Stacy Culotta was registered through Robert W. Baird & Co. Incorporated, April 2023 to May 2025; Goldman Sachs Personal Financial Management, April 2019 to April 2023; Chase Investment Services Corp., July 2005 to September 2005; Banc One Securities Corporation, November 2003 to July 2005.
Where is Stacy Culotta based?
Stacy Culotta’s registered office is in Mesa, AZ.
Is Stacy Culotta registered with FINRA?
No. Stacy Culotta has no current broker registration.
Is Stacy Culotta a CFP?
Freedom Family Office lists Stacy Culotta with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Stacy L. Culotta, CFP®, M.S. biography, freedomfamilyoffice.com
How can I verify Stacy Culotta’s record?
Search CRD 4553639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacy Culotta’s full registration record.