Tracie
Hatt

People'S United Advisors, Inc

CRD#4511498
Investment Advisor
in Bridgeport, CT

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About this Advisor

Tracie Hatt is a financial advisor based in Bridgeport, Connecticut, working with People'S United Advisors, Inc. Tracie has previously held a position at People'S Securities, Inc. Tracie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Tracie is part of People'S United Advisors, Inc, which operates out of Bridgeport, Connecticut. The firm has 43 offices and 53 employees. The firm manages assets totaling $845.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at People'S United Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

850 Main Street
Bridgeport, CT 06604

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People'S United Advisors, Inc Brokerage Details

Total Assets Under Management

$845,211,011

CT Average: $5,297,377,271
Total Number of Employees

53

CT Average: 35
Total Number of Accounts

2,076

CT Average: 690
Average Account Size

$407,134

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Tracie Hatt Work History

2001 - Present (23 years)

People'S Securities, Inc

Disclosures

Please visit the SEC profile of Tracie Hatt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at People'S United Advisors, Inc

Eric Nunez
Bridgeport, CT
Robert Saverine
Bridgeport, CT
Gina Frey
Bridgeport, CT
Michelle Buswell
Bridgeport, CT
Bruce Murray
Bridgeport, CT
Heather Cary
Bridgeport, CT
Tracie Hatt
Bridgeport, CT
Amy Mayhew
Bridgeport, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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