Stacey Treanor
Advisor at Synergy FG
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Synergy FG
Location
Charlotte, NC
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
18 years
About
Stacey Treanor is a CFP® and ChFC® with 18 years of experience in financial advising. She currently works at Synergy Financial Group and previously held roles at Ameriprise Financial Services and Baird. Synergy Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis alongside proprietary asset-allocation models, offering portfolios that may include ETFs, mutual funds, derivatives, institutional real estate, private equity, and other illiquid investments.
Fee options
Financial planning fees range from $5,000 to $60,000 depending on scope and complexity; fees are negotiable and require prepayment.
$0 - $2,500,000: 1.50% $2,500,001 - $10,000,000: 1.25% $10,000,001+: 1.15%
Commissions are earned by the managing principal for insurance product sales; conflict of interest disclosed.
Account minimum: $10,000,000 for portfolio management services; $1,000,000 for Launch program (investment solutions without financial planning)
Location
Charlotte, NC
Most active in
Stacey T has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Synergy Financial Group
2025 - Present (1 year)
Ameriprise
2021 - 2025 (4 years)
Baird
2018 - 2021 (3 years)
UNEMPLOYED
2018 - 2018 (1 year)
Ameriprise Financial Services, Inc.
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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