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Stacey Lynn Buchholtz

Anchor BAY Capital, Inc.

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About Stacey Lynn Buchholtz

Stacey Lynn Buchholtz is a registered representative and investment advisor representative, currently affiliated with Anchor BAY Capital, Inc. and Anchor BAY Private Wealth LLC, both based in Carlsbad, California. Stacey has experience in the financial industry, previously working at PRUCO SECURITIES, LLC. in San Diego. Stacey holds a Series 63 and Series 66 licenses, along with Series 7TO and SIE certifications. Stacey specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses.

Firm Information

Stacey Buchholtz is currently registered with Anchor BAY Capital, Inc.. Anchor BAY Capital, Inc. is a Registered Investment Adviser (RIA) located in Carlsbad, CA. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $208 million in assets, primarily for high-net-worth individuals and individuals other than high-net-worth.
Anchor BAY Capital, Inc.

5780 FLEET ST.

CARLSBAD, CA 92008

$208.52M

Assets Under Management

10

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Stacey Buchholtz’s Registration & Firm History

CA

12/20/2024 - Present

Anchor BAY Capital, Inc. (CARLSBAD CA)

CA

01/27/2020 - 06/17/2022

PRUCO SECURITIES, LLC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacey Lynn Buchholtz.
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