Stacy Blue

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 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

• 12/2023 → 02/2024
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 10/2013 → 03/2020
  Regions Bank
  Clarksville, TN
• 03/2020 → 12/2023
  Unemployed
  Alexandria, VA
• 02/2024 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 02/2024 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 02/2024 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: Blue Financial Services, LLC Whether the business is investment-related: Yes Address of the other business: 12150 Monument Dr Suite 500, Fairfax, VA, 22033 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Sep 15, 2025 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: This is the LLC I use as my business entity for First Command.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-09
• S63 Uniform Securities Agent State Law Examination
  2024-01-22

Designations

• Certified Financial Planner

Other Names

• Stacy Morello