Quinn Michael Tracey
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- UnemployedJan 2023 to Apr 2023
- Saint Catherine of SiennaMay 2022 to Aug 2022
- DoordashDec 2021 to May 2022
- Tj MaxxMay 2021 to Nov 2021
- FedexMay 2020 to Aug 2020
- FedexMay 2019 to Aug 2019
- University of KentuckyAug 2018 to Dec 2022
- Saint Henry Grade SchoolMay 2018 to Aug 2018
- SilverlakeMay 2017 to Aug 2018
- Mary Queen of HeavenJan 2017 to May 2018
- Wendy'sSep 2016 to Dec 2016
- Saint Henry District High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7725690
- Firm CRD
- 104555