Unclaimed Profile

Christopher David Tracey

TFO-TDC, LLC·MAUMEE, Ohio

Clean recordTFO-TDC, LLC

1440 ARROWHEAD DRIVE, MAUMEE, OH 43537CRD# 6695118Firm CRD# 124407

Profile Verification

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

Identity

Christopher David Tracey · MAUMEE, OH

Registration

CRD #6695118 · TFO-TDC, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christopher David Tracey is a registered financial advisor based in MAUMEE, Ohio, affiliated with TFO-TDC, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TFO WEALTH PARTNERS, LLC

TFO WEALTH PARTNERS

AUM

$3.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TFO WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6695118

Firm CRD# 124407

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christopher David Tracey offer?

Christopher David Tracey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.

What are Christopher David Tracey's credentials?

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

Where is Christopher David Tracey located?

Christopher David Tracey is based in MAUMEE, Ohio, working with TFO-TDC, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does Christopher David Tracey charge for services?

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

How large is TFO-TDC, LLC?

TFO-TDC, LLC has approximately 65 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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