Benjamin
Tracy

Sc&H Wealth

CRD#7354857
Investment Advisor
in Sparks Glencoe, MD

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About this Advisor

Benjamin Tracy is a financial advisor based in Sparks Glencoe, Maryland, working with Sc&H Wealth. Benjamin has previously held positions at The Vanguard Group, Inc, J.G. Wentworth, Fairmount Behavioral Health System, Esf Camps, Gettysburg College, All Star Baseball Academy, Best Bead Show, The Haverford School, and Sc&H Financial Advisors, Inc. Benjamin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Maryland and Virginia. Currently, Benjamin is part of Sc&H Wealth, which operates out of Sparks Glencoe, Maryland. The firm has 4 offices and 31 employees. The firm manages assets totaling $908.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sc&H Wealth includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

910 Ridgebrook Road
Sparks Glencoe, MD 21152-9390

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Sc&H Wealth Brokerage Details

Total Assets Under Management

$908,923,478

MD Average: $6,889,882,315
Total Number of Employees

31

MD Average: 45
Total Number of Accounts

1,760

MD Average: 765
Average Account Size

$516,434

MD Average: $9,006,382

Investment Advisory Services

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

Benjamin Tracy Work History

2023 - Present (1 year)

Sc&H Financial Advisors, Inc

2021 - 2023 (2 years)

The Vanguard Group, Inc

2020 - 2021 (1 year)

J.G. Wentworth

2019 - 2019 (< 1 year)

Fairmount Behavioral Health System

2018 - 2018 (< 1 year)

Esf Camps

2018 - 2020 (2 years)

Gettysburg College

2017 - 2017 (< 1 year)

All Star Baseball Academy

2016 - 2020 (4 years)

Gettysburg College

2015 - 2017 (2 years)

Best Bead Show

2012 - 2016 (4 years)

The Haverford School

Disclosures

Please visit the SEC profile of Benjamin Tracy 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 Sc&H Wealth

Blake Walter
Sparks Glencoe, MD
James Francis
Sparks Glencoe, MD
Samuel Heroux
Sparks Glencoe, MD
Caitlin Garner
Sparks Glencoe, MD
William Krueger
Sparks Glencoe, MD
Hope Fribush
Sparks Glencoe, MD
Jerrin Toomey
Sparks Glencoe, MD
Shane Cavanaugh
Sparks Glencoe, MD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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