Unclaimed Profile

Tracy L Connelly

PIONEER INVESTMENT MANAGEMENT, INC.·BOSTON, Massachusetts

SIE, Series 6, Series 26, Series 63, Series 99TOClean recordPIONEER INVESTMENT MANAGEMENT, INC.

60 STATE STREET, BOSTON, MA 02109-1820CRD# 2100699Firm CRD# 107719

Profile Verification

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

Identity

Tracy L Connelly · BOSTON, MA

Registration

CRD #2100699 · PIONEER INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMUNDI ASSET MANAGEMENT US, INC.

CRD 107719 · SEC 801-8255

AUM

$99.7B

Regulatory assets under management

Employees

373

260 client accounts

Services offered by AMUNDI ASSET MANAGEMENT US, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at AMUNDI ASSET MANAGEMENT US, INC. →

Introduction

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Frequently Asked Questions

What services does Tracy L Connelly offer?

Tracy L Connelly specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Tracy L Connelly's credentials?

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

Where is Tracy L Connelly located?

Tracy L Connelly is based in BOSTON, Massachusetts, working with PIONEER INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Tracy L Connelly charge for services?

Tracy L Connelly'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 PIONEER INVESTMENT MANAGEMENT, INC.?

PIONEER INVESTMENT MANAGEMENT, INC. has approximately 373 employees and manages $99.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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