Tracey
Ivey
Thompson Siegel & Walmsley LLC
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About this Advisor
Tracey Ivey is a financial advisor based in Bryn Mawr, Pennsylvania, working with Thompson Siegel & Walmsley LLC. Tracey has previously held positions at Thompson, Siegel & Walmsley LLC and Funds Distributor, LLC. Tracey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Pennsylvania, and Virginia. Currently, Tracey is part of Thompson Siegel & Walmsley LLC, which operates out of Bryn Mawr, Pennsylvania. The firm has 67 employees and manages assets totaling $19.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Thompson Siegel & Walmsley LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thompson Siegel & Walmsley LLC Brokerage Details
$19,056,700,000
67
4,950
$3,849,838
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Tracey Ivey Work History
Funds Distributor, LLC
Thompson, Siegel & Walmsley LLC
Disclosures
Please visit the SEC profile of Tracey Ivey 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 Thompson Siegel & Walmsley LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Bryn Mawr, PA
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