Unclaimed Profile

Tracey Louise Mcvicar

CAI MANAGERS & CO., L.P.·BROOKLYN, New York

CAI MANAGERS & CO., L.P.

300 CADMAN PLAZA WEST, BROOKLYN, NY 11201CRD# 6318818Firm CRD# 161415

Profile Verification

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

Identity

Tracey Louise Mcvicar · BROOKLYN, NY

Registration

CRD #6318818 · CAI MANAGERS & CO., L.P.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Tracey Louise Mcvicar is a registered financial advisor based in BROOKLYN, New York, affiliated with CAI MANAGERS & CO., L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CAI MANAGERS & CO., L.P.

CAI PRIVATE EQUITY

AUM

$265M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CAI MANAGERS & CO., L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6318818

Firm CRD# 161415

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tracey Louise Mcvicar offer?

Tracey Louise Mcvicar specializes in Retirement Planning. Contact their office in BROOKLYN, New York for a consultation.

What are Tracey Louise Mcvicar's credentials?

Tracey Louise Mcvicar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tracey Louise Mcvicar located?

Tracey Louise Mcvicar is based in BROOKLYN, New York, working with CAI MANAGERS & CO., L.P.. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.

How does Tracey Louise Mcvicar charge for services?

Tracey Louise Mcvicar'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 CAI MANAGERS & CO., L.P.?

CAI MANAGERS & CO., L.P. is a registered investment adviser with the SEC, managing $265M in regulatory assets under management. See their Form ADV for full details.

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