Stacey Pickard

CRD 2793596 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Stacey Denise Pickard

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 10Series 9SIESeries 7Series 6
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Waxhaw, NC · IA capacity

Aug 26, 2025 → present
Fidelity Brokerage Services LLCCurrent
Waxhaw, NC · BD capacity

Aug 14, 2025 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Oct 22, 2013 → Oct 14, 2024
Advice And Planning Services
IA capacity

Oct 22, 2013 → Oct 14, 2024
Wells Fargo Advisors, LLC
BD capacity

Jan 19, 2010 → Jun 10, 2013
Wells Fargo Advisors, LLC
IA capacity

Jan 19, 2010 → Jun 10, 2013
Evergreen Investment Management Co
IA capacity

May 15, 2009 → Dec 31, 2009
Evergreen Investment Services, Inc.
BD capacity

Sep 14, 2007 → Dec 31, 2009
Td Ameritrade, Inc.
BD capacity

Mar 15, 2007 → Aug 23, 2007
Td Ameritrade, Inc.
IA capacity

Mar 15, 2007 → Aug 23, 2007
Amerivest Investment Management, LLC
IA capacity

Mar 15, 2007 → Aug 23, 2007
Strategic Advisers, Inc.
IA capacity

Jan 14, 2003 → Jul 7, 2006
Fidelity Brokerage Services LLC
BD capacity

May 27, 1997 → Jul 7, 2006
Pruco Securities Corporation
BD capacity

Dec 9, 1996 → Mar 19, 1997

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2793596 ↗ FINRA BrokerCheck record for CRD 2793596 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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