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Chief Compliance Officer · Accelerate Retirement

Stacy R. Allred

CRD 5191943 · Named on Form ADV at one SEC-registered adviser

At a glance

Accelerate Retirement, an SEC-registered wealth manager based in Aliso Viejo, CA with $315 million in regulatory assets, lists Stacy R. Allred on its Form ADV as Chief Compliance Officer.

Firms and roles

  • Accelerate RetirementChief Compliance OfficerWealth manager · Aliso Viejo, CA · $315M in regulatory assets

AtlasMembers

Stacy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.