Pamela Ann Tracey
Investment adviser representative at Kestra Advisory Services, LLC
26 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
26 years in the industry.
- Kestra Advisory Services, LLCDec 2019 to now
- Kestra Investment Services, LLCDec 2019 to now
- Tracey & Tracey Cpas LLCJun 2014 to now
- Tracey Wealth Management CoJul 2013 to now
- James Fudge and Salt Water Taffy CompanyApr 2000 to now
- Saxony Capital ManagementJun 2011 to Dec 2019
- Saxony Securities, Inc.Jun 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 4268520
- Firm CRD
- 283330