Stacey Lynel Cole
Investment Adviser Representative at Haven Private
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stacey Lynel Cole is an investment adviser representative with Haven Private in Orlando, FL, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with Fieldpoint Private Securities LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bank of America, NAFeb 2007 – Jan 2020Winter Park, FL
- AlphaQ Advisors, LLC d/b/a Haven PrivateApr 2022 – Jun 2024Orlando, FL
- Fieldpoint Private Securities LLCJan 2020 – Apr 2022Orlando, FL
- Elevate IV, LLCApr 2022 – no end date reportedOrlando, FL
- Topper Hill, LLC d/b/a Topper Hill GroupMar 2023 – no end date reportedOrlando, FL
- Enclave Risk Management, LLCMar 2023 – no end date reportedOrlando, FL
- Haven Private, LLCDec 2023 – no end date reportedOrlando, FL
- AlphaQ Advisors, LLCJul 2024 – Aug 2024Orlando, FL
- Intentionalize, LLCJun 2025 – no end date reportedOrlando, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Haven Private
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth planning including goals-based planning, tax planning optimization, estate planning, investment portfolio construction, coordination of charitable and philanthropic goals, and family governance and education across the family balance sheet.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Orlando, FL
- SEC file number:
- 801-129272
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 24, 2026
View full firm profileOther advisors at Haven Private
5 other advisors in the directory
Similar advisors in Orlando, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stacey Lynel Cole has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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