Unclaimed Profile

Tracy Wills-Zapata

CAMPBELL & COMPANY INVESTMENT ADVISER LLC·BALTIMORE, Maryland

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record17 years registeredCAMPBELL & COMPANY INVESTMENT ADVISER LLC

2850 QUARRY LAKE DRIVE, BALTIMORE, MD 21209CRD# 2601580Firm CRD# 134332

Profile Verification

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

Identity

Tracy Wills-Zapata · BALTIMORE, MD

Registration

CRD #2601580 · CAMPBELL & COMPANY INVESTMENT ADVISER LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMPBELL & COMPANY INVESTMENT ADVISER LLC

CAMPBELL & COMPANY, INC.

Jan 2009 – Nov 2009

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 30, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

CRD 134332 · SEC 801-64244

AUM

$2.5B

Regulatory assets under management

Employees

10 client accounts

Services offered by CAMPBELL & COMPANY INVESTMENT ADVISER LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at CAMPBELL & COMPANY INVESTMENT ADVISER LLC →

Introduction

Speak with Tracy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tracy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BALTIMORE?

Browse all registered financial advisors in BALTIMORE, Maryland or claim this profile if it's yours.

Browse BALTIMORE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tracy Wills-Zapata offer?

Tracy Wills-Zapata specializes in Investment Management, Retirement Planning, Wealth Management.

What are Tracy Wills-Zapata's credentials?

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

Where is Tracy Wills-Zapata located?

Tracy Wills-Zapata is based in BALTIMORE, Maryland, last registered with CAMPBELL & COMPANY INVESTMENT ADVISER LLC.

How does Tracy Wills-Zapata charge for services?

Tracy Wills-Zapata's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMPBELL & COMPANY INVESTMENT ADVISER LLC?

CAMPBELL & COMPANY INVESTMENT ADVISER LLC has approximately 65 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →