Tracy
Fielder

Invesco Advisers, Inc

CRD#2391944
Investment Advisor
in Houston, TX

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About this Advisor

Tracy Fielder is a financial advisor who works out of Houston, Texas who has 6 years of industry experience. Fielder is on the advisory team at Invesco Advisers, Inc. They have been an employee of Invesco Advisers, Inc for all of their career. Fielder holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Invesco Advisers, Inc is a firm headquartered in Atlanta, GA. The company has offices in 14 locations and a total of 3,060 people on staff. It administers $738 billion in assets under management between its 32,911 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. The advisory firm offers a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fees typically are based on which services the firm provides the client. Fee types charged by Invesco Advisers, Inc can consist of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

11 Greenway Plaza Ste 1000
Houston, TX 77046

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$738,307,405,774

TX Average: $3,570,121,308
Total Number of Employees

3,060

TX Average: 58
Total Number of Accounts

32,911

TX Average: 1,608
Average Account Size

$22,433,454

TX Average: $2,220,225

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
  • Other

Tracy Fielder Work History

Tracy has been registered as a financial advisor for 6 years.*

2010 - Present (14 years)

Invesco Aim Distributors, Inc

*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 Tracy Fielder 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 Invesco Advisers, Inc

Dominick Johnson
Atlanta, GA
John Daniel
Atlanta, GA
Eric Larsen
Dallas, TX
Donald Ponder
Atlanta, GA
Justin Williams
Downers Grove, IL
Timothy Mclaughlin
Downers Grove, IL
Derek Fin
New York, NY
Jett Fisher
Atlanta, GA

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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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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