David Reynolds Tracey
Investment adviser representative at Pathway Financial Advisers, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$524.2MFirm assets
Are you David Reynolds Tracey? Claim your profile
Contact this firm
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
17 years in the industry.
- Pathway Financial Advisers, LLCNov 2017 to now
- Primevest FinancialMay 2009 to Jul 2017
- Star Financial BankJan 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Pathway Financial Advisers, LLC
$524.2MAssets managed
822Clients
6Advisers
11 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
- 5222875
- Firm CRD
- 166237