Tracy GriffinCRD Number: 4443853
Current Firm: Morgan Stanley
Tracy Griffin (CRD# 4443853) is an Investment Advisor Representative working at Morgan Stanley in Bellevue, WA and has over 16 years of experience in the finance industry.
Brighton Jones LLC
|Morgan Stanley Smith Barney||Bellevue, WA||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Bellevue, WA||Sep 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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