Adrienne L Stark

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 05/2018
  Ymca Of Philadelphia And Vicinity
  Ardmore, PA
• 04/2013 → 05/2019
  Tiaa
  New York, NY
• 04/2013 → 05/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 02/2019 → 03/2020
  Vanderbilt Ymca
  New York, NY
• 05/2019 → 11/2020
  Fidelity Brokerage Services
  New York, NY
• 11/2020 → 03/2026
  Icma-Rc Services, Llc
  Washinton, DC
• 03/2026 → Present
  Facet
  West Palm Beach, FL

Previous Registrations

• 2026-02-27 → 2026-03-30
  Missionsquare Wealth Management
  Havertown, PA
  Washington, DC
  New York, NY
  New York, NY
  New York, NY
  Washington, DC
  Philadelphia, PA
  Philadelphia, PA
• 2022-08-03 → 2026-03-30
  Missionsquare Retirement
  Washington, DC
  New York, NY
  Philadelphia, PA
  Philadelphia, PA
• 2019-06-19 → 2020-12-01
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2013-04-25 → 2019-05-01
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
  New York, NY
• 2011-10-25 → 2013-03-28
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

Name: Philadelphia Animal Welfare Society Young Friends. Non-investment related. Nature of Business: Animal Rescue Organization 501(c)3. Address: 2900 Grays Ferry Ave, Philadelphia, PA 19146. Position: Treasurer, Young Friends Advisory Board. Start Date: 1/1/2025. Number of hours per month devoted to other business 10; during securities trading hours 0. Duties: Work with the board to keep track of funds raised from fundraising events. Name: Junior League of Philadelphia. Investment Related. Address: 27 W. Lancaster Ave., Ardmore, PA. Nature of Business: Women's Leadership and Community Impact 501(c)(3) Organization. Position: Finance Committee Member. Start Date: August 2025. Number of hours per month: 2. Securities Trading Hours: 0. Duties: Sit on finance committee that reviews the budget and oversees the League's investments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-24
• S63 Uniform Securities Agent State Law Examination
  2004-09-17

Designations

• Certified Financial Planner

Other Names

• Adrienne Stark
• Adrienne L. Stark