Tracy
Townshend
Fairlead Strategies
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About this Advisor
Tracy Townshend is a financial advisor based in Greenwich, Connecticut, working with Fairlead Strategies. Tracy has previously held positions at 1% For The Planet, Fairlead Strategies, Sugarbush Resort, and Pfizer, Inc. Tracy has passed the Series 65 regulatory exam and is registered to provide services in California, Connecticut, Florida, Illinois, Massachusetts, Nebraska, New York, and Texas. Currently, Tracy is part of Fairlead Strategies, which operates out of Greenwich, Connecticut. The firm has 5 employees and manages assets totaling $209.0 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, market timing services, and educational seminars. The fee structure at Fairlead Strategies includes fixed and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fairlead Strategies Brokerage Details
$209,000,000
5
1
$209,000,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Tracy Townshend Work History
Fairlead Strategies
1% For The Planet
Sugarbush Resort
Pfizer, Inc
Disclosures
Please visit the SEC profile of Tracy Townshend 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 Fairlead Strategies
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
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