Unclaimed Profile

Tracey Mischka Chaffin

PAMLICO CAPITAL MANAGEMENT, LP·CHARLOTTE, North Carolina

Clean recordPAMLICO CAPITAL MANAGEMENT, LP

150 N. COLLEGE STREET, CHARLOTTE, NC 28202-2397CRD# 2618843Firm CRD# 157532

Profile Verification

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

Identity

Tracey Mischka Chaffin · CHARLOTTE, NC

Registration

CRD #2618843 · PAMLICO CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PAMLICO CAPITAL MANAGEMENT, LP

PAMLICO CAPITAL

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PAMLICO CAPITAL MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2618843

Firm CRD# 157532

View on FINRA BrokerCheck →

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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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