Tracey Ivey is a registered investment advisor, based in Bryn Mawr, PA, with 40 years of industry experience.
Location
Bryn Mawr, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracey is the Director of Consultant Relations at Thompson, Siegel & Walmsley LLC, dedicating full-time hours to this investment-related role. She also serves on the Board of Trustees at the University of Richmond and as a Board Member for her condo association, requiring minimal time commitments.
Employment History
Current Registrations
Funds Distributor, LLCBroker
Funds Distributor, LLC
Thompson Siegel & Walmsley LLC
Previous Registrations
Old Mutual Investment PartnersBroker
Morgan Stanley Investment Advisors INC.
Morgan Stanley Distribution, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations53 states
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