Tracey Ivey, financial advisor Bryn Mawr PA
96 score

Tracey Ivey

CRD Number: 1339521
Current Firm: Thompson Siegel & Walmsley LLC

Tracey Ivey (CRD# 1339521) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Bryn Mawr, PA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Funds Distributor, LLC Richmond, VA Jan 2014 - Current 2
Thompson, Siegel & Walmsley LLC Richmond, VA Sep 2008 - Current 8
Old Mutual Investment Partners Richmond, VA Jan 2009 - Dec 2013 4
Unemployed Bryn Mawr, PA May 2008 - Sep 2008 < 1
Morgan Stanley W. Conshohocken, PA Dec 1996 - May 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Tracey H. Ivey
Phone Number: 804-353-4500
Registered State(s):
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    14,532
    MILLIONS
  • Total Number of Accounts
    4,453
    ACCOUNTS
  • Average Account Value
    $3,263,395
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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