Stacey Anne Pagan Walker
Also appears in the source record as: Stacey Anne Pagan; Stacey A Pagan Walker; Stacey Anne Pegan Walker; Stacey Walker
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- SIESeries 7Series 66
- Registered states (42)
- Alabama · Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
- Years in the industry (source record)
- 22
- 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
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (11)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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Schwab Private Client Investment Advisory, Inc.Orlando, FL · IA capacityMay 31, 2012 → Jan 19, 2016
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Charles Schwab & Co., Inc.Orlando, FL · BC capacityDec 3, 2007 → Jan 19, 2016
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Charles Schwab & Co., Inc.Orlando, FL · IA capacityDec 4, 2007 → May 31, 2012
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Cs Capital Strategies Financial Group, Inc.Orlando, FL · BC capacityJul 19, 2006 → Oct 15, 2007
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Morgan StanleyOrlando, FL · IA capacityDec 5, 2003 → Jun 19, 2006
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Morgan Stanley Dw Inc.Orlando, FL · BC capacityNov 26, 2003 → Jun 19, 2006
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American Express Financial Advisors, Inc.Orlando, FL · IA capacityNov 15, 2002 → Apr 30, 2003
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Ids Life Insurance CompanyMinneapolis, MN · BC capacityNov 12, 2002 → Apr 30, 2003
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American Express Financial Advisors Inc.Minneapolis, MN · BC capacityNov 12, 2002 → Apr 30, 2003
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.