Andrew TraceyCRD Number: 6320936
Current Firm: Brownson, Rehmus & Foxworth, Inc.
Andrew Tracey (CRD# 6320936) is an Investment Advisor Representative working at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL and has over 2 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Northwestern University||Evanston, IL||Sep 2010 - Current||6|
|Citigroup||Long Island City, NY||Jun 2013 - Sep 2013||< 1|
|Citigroup||Long Island City, NY||Jun 2012 - Sep 2012||< 1|
|Northwestern University Football Office||Evanston, IL||Jan 2011 - Dec 2011||< 1|
|Citigroup||Stamford, CT||Jun 2011 - Sep 2011||< 1|
|Citigroup||Stamford, CT||Jun 2010 - Sep 2010||< 1|
|Fairfield Warde High School||Fairfield, CT||Sep 2009 - Jun 2010||< 1|
|Citigroup||Stamford, CT||Jun 2009 - Sep 2009||< 1|
|Fairfield Public Schools||Fairfield, CT||Jan 2004 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management9,990MILLIONS
Total Number of Accounts532ACCOUNTS
Average Account Value$18,777,823
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OH, PA, TX, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.