Investment adviser representative · Gibbs Wealth Management, LLC
Stacy J. Summerlin
CRD 7992715 · Yulee, FL
At a glance
Stacy J. Summerlin is an investment adviser representative with Gibbs Wealth Management, LLC in Yulee, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stacy’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Gibbs Wealth Management, LLCSince January 2025Yulee, FL · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stacy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.