Unclaimed Profile

Mark Wade Tracy

QUADRANT REAL ESTATE ADVISORS LLC·ALPHARETTA, Georgia

Clean recordQUADRANT REAL ESTATE ADVISORS LLC

12735 MORRIS ROAD; SUITE 100, ALPHARETTA, GA 30004CRD# 5085127Firm CRD# 138077

Profile Verification

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

Identity

Mark Wade Tracy · ALPHARETTA, GA

Registration

CRD #5085127 · QUADRANT REAL ESTATE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Wade Tracy is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with QUADRANT REAL ESTATE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

QUADRANT REAL ESTATE ADVISORS LLC

AUM

$528M

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUADRANT REAL ESTATE ADVISORS LLC →

Services

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Other: ORIG FEES/PROCESSING FEES

Regulatory

SEC/IARD CRD# 5085127

Firm CRD# 138077

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Wade Tracy offer?

Mark Wade Tracy specializes in Retirement Planning, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Mark Wade Tracy's credentials?

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

Where is Mark Wade Tracy located?

Mark Wade Tracy is based in ALPHARETTA, Georgia, working with QUADRANT REAL ESTATE ADVISORS LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Mark Wade Tracy charge for services?

Mark Wade Tracy's firm is compensated through percentage of aum, other: orig fees/processing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUADRANT REAL ESTATE ADVISORS LLC?

QUADRANT REAL ESTATE ADVISORS LLC has approximately 10 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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