Derek
Tracz
Eaglebrook Advisors
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About this Advisor
Derek Tracz is a financial advisor who works out of Miami, Florida with 1 year of industry experience. Tracz is on the advisory team at Eaglebrook Advisors. Throughout their career, Tracz has worked at Jackson National Life Distributors, Waddell & Reed Inc, Ivy Distributors, Inc, Eaglebrook Advisors, Inc, Eaglebrook Advisors and Curian Capital LLC. Tracz holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Eaglebrook Advisors is a business headquartered in Miami, FL. It handles $94 million in assets under management across its 827 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 827 customer accounts, 58% belong to high-net-worth investors who have greater than $1 million in investable assets. The business offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which services are offered. However, fee types charged by Eaglebrook Advisors likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eaglebrook Advisors Brokerage Details
$93,875,340
23
827
$113,513
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Derek Tracz Work History
Derek has been registered as a financial advisor for 1 years.*
Eaglebrook Advisors, Inc
Eaglebrook Advisors
Waddell & Reed Inc
Ivy Distributors, Inc
Curian Capital LLC
Jackson National Life Distributors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Tracz 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 Eaglebrook Advisors
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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