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Tracey Renee Prescott

COEN & DENSMORE INC·CHARLESTON, South Carolina
Clean recordCOEN & DENSMORE INC
109 1/2 CHURCH ST, CHARLESTON, SC 29401CRD# 5600401Firm CRD# 104805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracey Renee Prescott · CHARLESTON, SC
Registration
CRD #5600401 · COEN & DENSMORE INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tracey Renee Prescott is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with COEN & DENSMORE INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
COEN & DENSMORE INC
COEN & DENSMORE INC
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COEN & DENSMORE INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5600401
Firm CRD# 104805
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracey Renee Prescott offer?
Tracey Renee Prescott specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Tracey Renee Prescott's credentials?
Tracey Renee Prescott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracey Renee Prescott located?
Tracey Renee Prescott is based in CHARLESTON, South Carolina, working with COEN & DENSMORE INC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Tracey Renee Prescott charge for services?
Tracey Renee Prescott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COEN & DENSMORE INC?
COEN & DENSMORE INC has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COEN & DENSMORE INC

Richard Edward Coen
CHARLESTON, SC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)WEST COLUMBIA (9)
City Guides
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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