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Stacey S

Series 66, Series 7, Series 24

Atlantis, FL

Aurelia Capital Advisors, Inc.

Stacey Stark is the founder, CEO, and Chief Compliance Officer of Aurelia Capital Advisors, Inc., an independent registered investment adviser serving clients in Florida and New York. Stacey works with women, families, professionals, and business owners who want thoughtful, personalized investment management and a clearer understanding of their financial lives. Her approach is grounded in listening first, understanding each client’s priorities and concerns, and building an investment strategy aligned with their objectives, risk tolerance, and long-term needs. She founded Aurelia to provide a more personal and transparent alternative to one-size-fits-all investment management. As a business owner and mother of two, Stacey understands that financial decisions rarely exist in isolation from career changes, family responsibilities, divorce, retirement, and other major life transitions. Stacey holds the FINRA Series 7, 66, 24, and 99 registrations. Through Aurelia, she provides fiduciary investment advisory services without commissions, emphasizing clear communication, personal attention, and an ongoing relationship with each client.

General retirement planning Income planning Passive / index investing Retirement income strategy Roth conversion strategy Financial Professional Founder/Business Owner Women Professionals Established Professionals
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