Best Investors Account Sign in
Inactive

Stacy L Chretien

Destination Wealth Management

Walnut Creek, CA

Claim This Profile
Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-02-12
TX RA APPROVED 2026-02-12
CA RA APPROVED 2023-02-02
  • HI RA
    APPROVED
    Since 2026-02-12
  • TX RA
    APPROVED
    Since 2026-02-12
  • CA RA
    APPROVED
    Since 2023-02-02

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Walnut Creek CA 12/1995 03/2020
Charles Schwab Bank Walnut Creek CA 04/2008 03/2020
Insight Wealth Strategies, Llc San Ramon CA 04/2020 12/2020
Capasso Planning Partners Charleston SC 01/2021 01/2023
Destination Wealth Management Walnut Creek CA 01/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-14
S63 Uniform Securities Agent State Law Examination 1997-03-07
  • S66 Uniform Combined State Law Examination
    2007-08-14
  • S63 Uniform Securities Agent State Law Examination
    1997-03-07
Designations
Other Names
  • Stacy Lynn Chretien
  • Stacy Lynn Chretien

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor