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Keith Steele Stacy

Raskin Global Inc.

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About Keith Steele Stacy

Keith Steele Stacy is an Investment Advisor Representative with Raskin Global Inc., a firm that provides financial planning and portfolio management services to individuals and high-net-worth clients. Stacy is also a Certified Financial Planner™ and holds the Series 65 license. Stacy has experience in the financial services industry, having worked with various firms over the past few years. In addition to his work at Raskin Global, Stacy is also an insurance agent with Raskin Global, LLC.

Firm Information

Keith Stacy is currently registered with Raskin Global Inc.. Raskin Global Inc. is an investment advisory firm based in with 3 licensed agents, 3 investment adviser representatives, and 3 advisory functions. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. Raskin Global Inc. manages $12,879,482 in assets for 30 accounts, including 5 high-net-worth individuals with $8,386,238 in assets and 25 individuals other than high-net-worth individuals with $4,493,244 in assets.

$12.88M

Assets Under Management

474

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Keith Stacy’s Registration & Firm History

FL

12/13/2023 - Present

Raskin Global Inc. (Hypoluxo FL)

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Licenses & Designations

IA

Issued 06/03/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Steele Stacy.
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