Stacy Shields has been an investment adviser representative at Fortitude Advisory Group since January 2021, and is not listed among the firm’s executive officers or direct owners.
Fortitude Advisory Group L.L.C. is a Gig Harbor, WA firm with $468M under management, 622 clients and 15 advisers across 9 offices, as of its September 2026 filing.
Stacy Shields’ longest registration is the current one, 5 years at Fortitude Advisory Group since 2021. Before joining Fortitude Advisory Group in 2021, Stacy Shields was registered through Dynamic Wealth Advisors.
- – present · 5 yearsGig Harbor, WA · Adviser representative · Firm CRD 116083
- Dynamic Wealth Advisors– · 1 yearGig Harbor, WA · Adviser representative · Firm CRD 151367
Investment adviser representative registrations
Stacy Shields is registered as an investment adviser representative in Washington, since January 2021.
- WashingtonSince 4 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stacy Ethyl Shields
- CRD
- 7112924
- Firm
- Fortitude Advisory Group · CRD 116083
- Office
- Gig Harbor, WA
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Stacy Shields work?
Stacy Shields is an investment adviser representative registered through Fortitude Advisory Group L.L.C. since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Stacy Shields a financial advisor?
Yes. Stacy Shields has a current investment-adviser registration in Washington, through Fortitude Advisory Group since January 2021.
How many years of experience does Stacy Shields have?
Stacy Shields has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Stacy Shields passed?
Stacy Shields passed the Series 65 in December 2018.
Where did Stacy Shields work before Fortitude Advisory Group?
Before Fortitude Advisory Group, Stacy Shields was registered through Dynamic Wealth Advisors, May 2019 to December 2020.
Where is Stacy Shields based?
Stacy Shields’ registered office is in Gig Harbor, WA.
Is Stacy Shields registered with FINRA?
No. Stacy Shields has no current broker registration.
How can I verify Stacy Shields’ record?
Search CRD 7112924 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacy Shields’ full registration record.