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Tracy Mceuen

9 Years of Experience
Cranberry Township, PA
Broker

Tracy Mceuen is a registered investment advisor at Raymond James & Associates, INC., based in Cranberry Township, PA, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA, 16066

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tracy does the bookkeeping and bill payment for TSJ Farm LLC, an agriculture/farming business she is a member of with her brothers. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2024 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2018 - October 2024 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - October 2024 · 6 yrs 3 mos
Raymond James & Associates, INC.Broker
July 1995 - July 1996 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1995 - July 1995 · 6 mos
State Registrations47 states
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Exams
No exam information available for this advisor.