Nancy Schaffer Von Stackelberg

Employer firm

Radius Wealth Management, Inc. CRD 168159

$159M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2014 → Present
  Radius Wealth Management Llc
  Duxbury, MA

Previous Registrations

• 2008-10-09 → 2014-03-06
  Point Allerton Llc
  Hull, MA
• 2004-06-03 → 2008-08-26
  Strategic Advisers Llc
  Boston, MA
• 2005-03-01 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2005-02-23
• S63 Uniform Securities Agent State Law Examination
  1994-09-26

Designations

• Certified Financial Planner

Other Names

• Nancy Schaffer Vonstackelberg
• Nancy Schaffer Fuscone
• Nancy S Fuscone
• Nancy Jane Schaffer
• Nancy Jane Vonstackelberg
• Nancy Jane Vonstackelberg
• Nancy Jane Vonstackelberg
• Nancy S Von Stackelberg