Stacy Sizemore IACCP®

Stacy Sizemore IACCP®

Chief Compliance Officer
Brief info

Stacy’s role at 44 Wealth Management is to ensure best practices in the eyes of regulators. With over 20 years of experience in the financial industry, 12 of which are in compliance, Stacy is a seasoned professional and well equipped to manage all areas of compliance for 44 Wealth. Her background includes working with broker-dealers, investment advisors, and institutional clients at CitiGroup, Smith Barney, D.A. Davidson, and M Securities.

An Oregon native and an Oregon State University graduate, Stacy, her husband, and college-age daughter reside in Portland where they are an avid basketball family - watching, playing, and coaching.

Education + Licenses + Certifications
  • BS in Sociology with a focus in Journalism and Marketing, Oregon State University
  • General Securities Representative (7), General Securities Sales Supervisor (9/10/), General Securities Principal (24), Investment Banking Representative (79), and is currently registered with the Uniform Investment Advisor (63 & 65).
  • Stacy is currently completing her Investment Advisor Certified Compliance Professional (IACCP).

Form ADV Disclosure Brochure   |   Privacy Policy   |   Form CRS

Investment Advisory Services offered through 44 Wealth Management LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Fidelity Investments ("Fidelity") is an independent company unaffiliated with 44 Wealth Management ("44"). Fidelity is a service provider to 44. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by 44 and does not guarantee, or assume any responsibility for, its content. Fidelity InstitutionallSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 946097.1.0

Experience Matters
©