Unclaimed Profile

Tracey Marie Stofa

FORT WASHINGTON INVESTMENT ADVISORS INC·CINCINNATI, Ohio

Clean recordFORT WASHINGTON INVESTMENT ADVISORS INC

303 BROADWAY, CINCINNATI, OH 45202CRD# 5489347Firm CRD# 107126

Profile Verification

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

Identity

Tracey Marie Stofa · CINCINNATI, OH

Registration

CRD #5489347 · FORT WASHINGTON INVESTMENT ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tracey Marie Stofa is a registered financial advisor based in CINCINNATI, Ohio, affiliated with FORT WASHINGTON INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FORT WASHINGTON INVESTMENT ADVISORS INC

AUM

$79.5B

Regulatory assets under management

Employees

158

Total firm employees

View all advisors at FORT WASHINGTON INVESTMENT ADVISORS INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5489347

Firm CRD# 107126

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tracey Marie Stofa offer?

Tracey Marie Stofa specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Tracey Marie Stofa's credentials?

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

Where is Tracey Marie Stofa located?

Tracey Marie Stofa is based in CINCINNATI, Ohio, working with FORT WASHINGTON INVESTMENT ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Tracey Marie Stofa charge for services?

Tracey Marie Stofa's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORT WASHINGTON INVESTMENT ADVISORS INC?

FORT WASHINGTON INVESTMENT ADVISORS INC has approximately 158 employees and manages $79.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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