Inactive

Stacy Lynn Culotta

Freedom Family Office, LLC

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Current Employers

Freedom Family Office, Llc

Jupiter, FL • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-08-25

AZ RA
APPROVED

Since 2025-08-25

Branch Locations

Mesa, AZ • United States

Jupiter, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goldman Sachs Pfm (United Capital Financial Advisers, Llc)	Newport Beach	CA	01/2019	03/2023
Stoker Ostler Wealth Advisors	Scottsdale	AZ	01/2015	12/2018
Baird	Phoenix	AZ	03/2022	04/2025
Freedom Family Office	Jupiter	FL	06/2025	Present

01/2019 → 03/2023

Goldman Sachs Pfm (United Capital Financial Advisers, Llc)

Newport Beach, CA
01/2015 → 12/2018

Stoker Ostler Wealth Advisors

Scottsdale, AZ
03/2022 → 04/2025

Baird

Phoenix, AZ
06/2025 → Present

Freedom Family Office

Jupiter, FL

Previous Registrations

2023-04-11 → 2025-05-06

Robert W. Baird & Co. Incorporated

Phoenix, AZ

Mesa, AZ

Happy Jack, AZ
2019-04-01 → 2023-04-12

United Capital Financial Advisors

Scottsdale, AZ
2005-07-06 → 2005-09-01

Chase Investment Services Corp.

Chicago, IL
2003-11-11 → 2005-07-06

Banc One Securities Corporation

Chandler, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-04

S66 Uniform Combined State Law Examination

2023-12-04

Designations

Other Names

Stacy Lynn Culver
Stacy Lynn Chafey

View on SEC IAPD

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