# STACY H BORTLE

STACY H BORTLE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with CITIZENS SECURITIES, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2026-08-03 | present | Yes |
| [FIRST CITIZENS INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/44430) | 2022-05-24 | 2026-05-13 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-08-17 | 2021-02-26 | — |
| [ALLIANCEBERNSTEIN L.P.](https://search.stillhousedata.com/firm/108477) | 2014-07-07 | 2018-03-14 | — |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2013-06-19 | 2014-04-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5731633)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5731633.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.