Trace William davis Tucker
Investment adviser representative at Rw Investment Management LLC
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 yearsFirm in business
Are you Trace William davis Tucker? 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
Experience
10 years in the industry.
- Rw Investment Management, LLCApr 2025 to now
- Tamarack Grove EngineeringAug 2024 to Mar 2025
- Sherwin-williamsJun 2024 to Aug 2024
- George Fox UniversityFeb 2024 to May 2024
- UnemployedSep 2023 to Jan 2024
- Famsworth Pool CompanyMay 2023 to Aug 2023
- Premier Aggregates, LLCAug 2022 to May 2023
- StudentApr 2016 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
Rw Investment Management LLC
$1.7BAssets managed
796Clients
13Advisers
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
- 8255894
- Firm CRD
- 282707