Heather Tracey, financial advisor Plymouth Meeting PA
93 score

Heather Tracey

CRD Number: 4584506
Current Firm: Meridian Wealth Partners, LLC

Heather Tracey (CRD# 4584506) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Plymouth Meeting, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Wealth Partners, LLC Plymouth Meeting, PA Apr 2017 - Current 1
American Portfolios Financial Services, Inc. Plymouth Meeting, PA Jul 2007 - Current 10
Hj Wealth Management LLC Plymouth Meeting, PA Mar 2000 - Apr 2017 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Heather Tracey
Phone Number: 610-272-4700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    561
    MILLIONS
  • Total Number of Accounts
    1,249
    ACCOUNTS
  • Average Account Value
    $449,279
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, DE, FL, NJ, NY, PA, TX

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

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