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Stacy Lynn Long

Lasalle ST. Investment Advisors, LLC

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About Stacy Lynn Long

Stacy Lynn Long is a financial advisor with over 25 years of experience in the industry. Stacy is a Certified Financial Planner and currently works for LaSalle St. Investment Advisors, LLC. She has previously worked for Commonwealth Financial Network and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stacy provides a variety of services including financial planning, portfolio management for individuals, and pension consulting. She specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Stacy Long is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

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 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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Stacy Long’s Registration & Firm History

VA

09/27/2023 - Present

Lasalle ST. Investment Advisors, LLC (Virginia Beach VA)

VA

05/29/2009 - 08/09/2023

COMMONWEALTH FINANCIAL NETWORK (VIRGINIA BEACH VA)

VA

06/25/1998 - 06/01/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)

MI

03/25/1996 - 06/10/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 08/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1996

Series 7 - General Securities Representative Examination

BC

Issued 03/22/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Stacy Lynn Long. Review regulatory record here.
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