Tracy MilaneseCRD Number: 6351180
Current Firm: Edward Jones
Tracy Milanese (CRD# 6351180) is an Investment Advisor Representative working at Edward Jones in Phoenix, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Edward Jones||St Louis, MO||Aug 2014 - Current||3|
|Access National Bank||Reston, VA||Oct 2012 - Jun 2014||1|
|Bank Of Georgetown||Washington, DC||Mar 2011 - Sep 2012||1|
|Alliance Bank||Chantilly, VA||May 2005 - Feb 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)