William
Tracy

Usi Advisors

CRD#4860109
Investment Advisor
in Pittsburgh, PA
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About this Advisor

William Tracy is a financial advisor based out of Pittsburgh, Pennsylvania, who has been in the advisory business for 11 years. Tracy is an advisor for Usi Advisors. The advisor has gained experience at Mellon Capital Management Corporation, Mbsc Securities Corporatoin, The Bank Of New York Mellon, Pnc Capital Advisors, LLC, Pnc Funds Distributor, LLC, Rose E. Schneider Family Ymca, Attalus Capital, Usi Securities, Inc, Usi Advisors, Inc and Usi Consulting Group, Inc. Tracy maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to operate in Pennsylvania. Usi Advisors is a business that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in five locations and a total of 65 people on staff. It controls $19 billion in total assets among its 714 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 61 charitable organizations. The advisory firm has a broad assortment of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the services. However, fees billed by Usi Advisors most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

11 years

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

444 Liberty Avenue Suite 1500
Pittsburgh, PA 15222

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Usi Advisors Brokerage Details

Total Assets Under Management

$17,645,231,532

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

82

PA Average: 35
Total Number of Accounts

700

PA Average: 690
Average Account Size

$25,207,474

PA Average: $7,677,358

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Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

William Tracy Work History

William has 11 years of experience.

2018 - Present (1 years)

Usi Securities, Inc

2018 - Present (1 years)

Usi Advisors, Inc

2018 - Present (1 years)

Usi Consulting Group, Inc

2014 - 2018 (4 years)

Pnc Funds Distributor, LLC

2013 - 2018 (5 years)

Pnc Capital Advisors, LLC

2013 - 2013 (0 years)

Attalus Capital

2012 - 2013 (1 years)

Rose E. Schneider Family Ymca

2008 - 2012 (4 years)

The Bank Of New York Mellon

2007 - 2012 (5 years)

Mellon Capital Management Corporation

2007 - 2012 (5 years)

Mbsc Securities Corporatoin

Disclosures

William Tracy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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