Tracey Beauregard Hartford
Investment adviser representative at Twelve Points Wealth Management
15 yearsExperience
1 stateRegistered in
$2.2BFirm assets
9 yearsFirm in business
Are you Tracey Beauregard Hartford? Claim your profile
Contact this firm
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
15 years in the industry.
- Twelve Points Wealth ManagementNov 2022 to now
- NAJul 2022 to Nov 2022
- Windover Construction, Inc.Jan 2011 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Twelve Points Wealth Management
Legal name: Twelve Points Wealth Management LLC
$2.2BAssets managed
821Clients
20Advisers
9 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
- 7790325
- Firm CRD
- 171107