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RIA / WealthAdvisorCertified Financial Planner31 years in industry

NANCY SCHAFFER VON STACKELBERG

Advisor at RADIUS WEALTH MANAGEMENT, INC.

BOSTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 3, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RADIUS WEALTH MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 26, 1994
First registration: Jun 3, 2004
Dual registered: no
Other names: NANCY SCHAFFER VONSTACKELBERG|NANCY SCHAFFER FUSCONE|NANCY S FUSCONE|NANCY JANE SCHAFFER|NANCY JANE VONSTACKELBERG|NANCY JANE VONSTACKELBERG|NANCY JANE VONSTACKELBERG|NANCY S VON STACKELBERG
IAPD individual key: 820209

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RADIUS WEALTH MANAGEMENT, INC.	Independent wealth	Mar 10, 2014	n/a	yes	BOSTON, MA	Current employment
FERNWOOD INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Oct 9, 2008	Mar 6, 2014	no	HULL, MA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Mar 1, 2005	Mar 28, 2007	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 3, 2004	Aug 26, 2008	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FERNWOOD INVESTMENT MANAGEMENT, LLC	RADIUS WEALTH MANAGEMENT, INC.	Mar 6, 2014	Mar 10, 2014	4	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Aug 26, 2008	Mar 1, 2005	-1,274	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	FERNWOOD INVESTMENT MANAGEMENT, LLC	Mar 28, 2007	Oct 9, 2008	561	Firm change after gap	Other

Relationships

Registered with (4)

→ RADIUS WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Mar 10, 2014 to presentfactForm ADV
→ FERNWOOD INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 9, 2008 to Mar 6, 2014factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 3, 2004 to Aug 26, 2008factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Mar 1, 2005 to Mar 28, 2007factForm ADV

Dated events

No dated event names this entity yet.