Stacy Gwen Acevedo

Employer firm

Ace Wealth Management LLC CRD 286354

$7.21M regulatory AUM 33 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Ace Wealth Management Llc

Ft Myers, FL • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-01-15
TX	RA	APPROVED_RES	2020-04-08
FL	RA	APPROVED	2017-06-13

CA RA
APPROVED

Since 2021-01-15
TX RA
APPROVED_RES

Since 2020-04-08
FL RA
APPROVED

Since 2017-06-13

Branch Locations

Ft Myers, FL • United States

Fort Myers, 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
Incometrader	Fort Myers	FL	11/1998	Present
Ace Wealth Management Inc.	Fort Myers	FL	12/2016	Present

11/1998 → Present

Incometrader

Fort Myers, FL
12/2016 → Present

Ace Wealth Management Inc.

Fort Myers, FL

Other Businesses

NGYEN CORP; NON INVESTMENT-RELATED; 11253 SPARKLEBERRY DR. FORT MYERS FL 33913, EDITOR/PRESENTER OF EDUCATIONAL WEBINARS; MANAGER; 09/28/2017; 3-4 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-05-22
S63	Uniform Securities Agent State Law Examination	1986-02-18

S65 Uniform Investment Adviser Law Examination

2017-05-22
S63 Uniform Securities Agent State Law Examination

1986-02-18

Other Names

Stacy Gwen Coval

View on SEC IAPD