Tracy
Tuens
Cynosure Group, LLC
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About this Advisor
Tracy Tuens is a financial advisor based in Salt Lake City, Utah, working with Cynosure Group, LLC. Tracy has previously held positions at Mbsc Securities Corporation, Bny Mellon, Chequers Financial Management LLC, U.S. Bank, U.S. Bancorp Investments, Inc, Svb Wealth LLC, Svb Investment Services Inc, and Cynosure Management LLC. Tracy has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in California and Utah. Currently, Tracy is part of Cynosure Group, LLC, which operates out of Salt Lake City, Utah. The firm has 9 offices and 49 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cynosure Group, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cynosure Group, LLC Brokerage Details
$4,862,981,883
49
590
$8,242,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Tracy Tuens Work History
Cynosure Management LLC
Svb Investment Services Inc
Svb Wealth LLC
U.S. Bank
U.S. Bancorp Investments, Inc
Chequers Financial Management LLC
Mbsc Securities Corporation
Bny Mellon
Disclosures
Please visit the SEC profile of Tracy Tuens 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 Cynosure Group, LLC
Wellington, FL
Salt Lake City, UT
Westford, MA
New York, NY
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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