Unclaimed Profile

Tracy Anne Townshend

FAIRLEAD STRATEGIES, LLC·GREENWICH, Connecticut

Series 65Clean record6 years registeredFAIRLEAD STRATEGIES, LLC

19 EAST ELM STREET, GREENWICH, CT 06830CRD# 7147397Firm CRD# 297384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tracy Anne Townshend · GREENWICH, CT

Registration

CRD #7147397 · FAIRLEAD STRATEGIES, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FAIRLEAD STRATEGIES, LLC

FAIRLEAD STRATEGIES LLC

Apr 2026 – Jun 2026

GREENWICH, CT

FAIRLEAD ASSET MANAGEMENT LLC

Oct 2019 – Jun 2026

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 23, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRLEAD STRATEGIES, LLC

CRD 297384 · SEC 801-122857

AUM

$209M

Regulatory assets under management

Employees

1 client accounts

Services offered by FAIRLEAD STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at FAIRLEAD STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Tracy Anne Townshend offer?

Tracy Anne Townshend specializes in Investment Management.

What are Tracy Anne Townshend's credentials?

Tracy Anne Townshend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tracy Anne Townshend located?

Tracy Anne Townshend is based in GREENWICH, Connecticut, last registered with FAIRLEAD STRATEGIES, LLC.

How does Tracy Anne Townshend charge for services?

Tracy Anne Townshend's firm is compensated through fixed fees, subscription fees, other: percentage of management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRLEAD STRATEGIES, LLC?

FAIRLEAD STRATEGIES, LLC has approximately 5 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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