Ryan Patrick Tracy
Investment adviser representative at Marquette Associates, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$47.1BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Marquette Associates, Inc.Aug 2022 to now
- Dimeo Schneider & Associates, LLCMay 2017 to Jul 2022
- Charles Rutenberg RealtyMar 2013 to Dec 2020
- Capital Asset Advisory ServicesJan 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Marquette Associates, Inc.
$47.1BAssets managed
348Clients
4Advisers
29 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
- 6155716
- Firm CRD
- 21572