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Stacey Robin Siegel

Charles Schwab & CO., Inc.

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About Stacey Robin Siegel

Stacey Robin Siegel is a Registered Representative with Charles Schwab & CO., Inc. in Manhasset, New York. Stacey has been in the securities industry since 1993. Stacey has passed the Series 7, Series 66 and SIE exams. Stacey has been a Trustee for the Incorporated Village of East Hills since 2015. Stacey is also a Trustee for Old Westbury Hebrew Congregation. Stacey has prior experience at SALOMON SMITH BARNEY INC., SALOMON BROTHERS INC., and INVESTOR SERVICE CENTER, INC.

Firm Information

Stacey Siegel is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Stacey Siegel’s Registration & Firm History

NY

11/21/2023 - Present

Charles Schwab & CO., Inc. (Manhasset NY)

NY

03/22/1994 - 04/28/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/29/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

NY

07/14/1993 - 12/21/1993

INVESTOR SERVICE CENTER, INC. (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 11/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/19/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Stacey Robin Siegel.
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