Tracie Lynn Heaton
Investment adviser representative at Federated Investment Counseling
18 yearsExperience
1 stateRegistered in
$207.2BFirm assets
37 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Federated Investment CounselingMay 2025 to now
- Federated Securities Corp.Apr 2023 to now
- Federated Hermes, Inc.Feb 2008 to now
- Federated International Securities Corp.Apr 2023 to Dec 2024
- Federated Securities CorpFeb 2008 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Federated Investment Counseling
$207.2BAssets managed
8,721Clients
35Advisers
37 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
- 5505673
- Firm CRD
- 105325