Tracy Ann Shemano
Investment adviser representative at Quantum Financial Advisors, LLC
18 yearsExperience
1 stateRegistered in
$1.5BFirm assets
4 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Quantum Financial Advisors, LLCFeb 2022 to now
- Abacus Wealth PartnersMay 2018 to Jan 2022
- Shemano HomeAug 2008 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Quantum Financial Advisors, LLC
$1.5BAssets managed
451Clients
15Advisers
4 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
- 2309084
- Firm CRD
- 317386