Adam C Tracy
Investment adviser representative at Ae Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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
12 years in the industry.
- Ae Wealth Management, LLCMay 2026 to now
- Family Focus Financial GroupApr 2026 to now
- DataannotationFeb 2025 to Apr 2026
- Bank of America, N.ADec 2024 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Feb 2025
- UnemployedApr 2024 to Aug 2024
- Living Legacy LLCFeb 2024 to Feb 2024
- Osaic Wealth, Inc.Jan 2024 to Apr 2024
- Woodbury Financial Services IncJun 2023 to Jan 2024
- Krvaric CapitalNov 2022 to Apr 2024
- California State University San MarcosJul 2019 to Dec 2023
- Drs Daylight SolutionsJan 2019 to Aug 2021
- Michaels Art SupplyDec 2018 to Jan 2019
- Five GuysAug 2018 to Nov 2018
- AlbertsonsApr 2018 to Jul 2018
- Poway High SchoolJan 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7659394
- Firm CRD
- 282580