Tracee Alane Adams
Investment adviser representative at American Independent Securities Group, LLC
13 yearsExperience
1 stateRegistered in
$986.3MFirm assets
18 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
- Seminars and workshops
Experience
13 years in the industry.
- American Independent Securities Group, LLCJan 2018 to now
- UnemployedSep 2017 to Jan 2018
- Morgan Stanley Private Bank, National AssociationJan 2015 to Sep 2017
- Morgan StanleyOct 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (KS).
American Independent Securities Group, LLC
$986.3MAssets managed
4,385Clients
47Advisers
18 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
- 5858361
- Firm CRD
- 135288