Tracy Cuda, financial advisor Phoenix AZ
93 score

Tracy Cuda

CRD Number: 1033407
Current Firm: Cue Financial Group, Inc.

Tracy Cuda (CRD# 1033407) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Phoenix, AZ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Notre Dame Preparatory Scottsdale, AZ Dec 2014 - Current 2
Cue Financial Group, Inc.- Insurance Sales Phoenix, AZ Jan 2012 - Current 4
Cue Financial Group, Inc.- Ria Phoenix, AZ Dec 2009 - Current 7
Foothill Securities, Inc. Phoenix, AZ Aug 2009 - Current 7
Cue Financial Group, Inc. Phoenix, AZ Feb 1989 - Aug 2009 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Tracy D. Cuda
Phone Number: 602-252-0911
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    1,794
    ACCOUNTS
  • Average Account Value
    $213,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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