Tracey M Manzi
Investment adviser representative at Raymond James & Associates, Inc.
8 yearsExperience
1 stateRegistered in
CFADesignation
$501BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Raymond James & Associates, Inc.Apr 2021 to now
- Capfinancial Partners, LLC. (captrust)Feb 2021 to Apr 2021
- Cammack Larhette Advisors, LLCJan 2013 to Feb 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2220631
- Firm CRD
- 705