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Tracey Mischka Chaffin

PAMLICO CAPITAL MANAGEMENT, LP·CHARLOTTE, North Carolina
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150 N. COLLEGE STREET, CHARLOTTE, NC 28202-2397CRD# 2618843Firm CRD# 157532
01

About

Tracey Mischka Chaffin is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with PAMLICO CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PAMLICO CAPITAL MANAGEMENT, LP
PAMLICO CAPITAL
AUM
$3.4B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at PAMLICO CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2618843
Firm CRD# 157532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracey Mischka Chaffin offer?
Tracey Mischka Chaffin specializes in Retirement Planning. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Tracey Mischka Chaffin's credentials?
Tracey Mischka Chaffin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracey Mischka Chaffin located?
Tracey Mischka Chaffin is based in CHARLOTTE, North Carolina, working with PAMLICO CAPITAL MANAGEMENT, LP. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Tracey Mischka Chaffin charge for services?
Tracey Mischka Chaffin'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 PAMLICO CAPITAL MANAGEMENT, LP?
PAMLICO CAPITAL MANAGEMENT, LP has approximately 40 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PAMLICO CAPITAL MANAGEMENT, LP

L. Watts Hamrick
CHARLOTTE, NC
Arthur Charles Roselle
CHARLOTTE, NC
Scott Bullock Perper
CHARLOTTE, NC
Scott Radeker Stevens
CHARLOTTE, NC
Walker Chapman Simmons
CHARLOTTE, NC
Eric James Wilkins
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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