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Tracy Wright

11 Years of Experience
Ft. Lauderdale, FL
Broker

Tracy Wright is a registered investment advisor at Grayscale Advisors, based in Ft. Lauderdale, FL, with 11 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
2 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.3M

Fee Structure

Investment management only (planning not offered)

Grayscale Advisors does not directly manage investments for individual investors. They manage exchange-traded funds (ETFs) and private funds.

For the Grayscale Dynamic Income Fund, the annual management fee is 0.5% of the fund's digital assets. There is also a performance fee of 10% of net capital appreciation.

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Location

Ft. Lauderdale, FL

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Grayscale Advisors
September 2025 - Present · 8 mos
Grayscale Securities, LLC
September 2025 - Present · 8 mos
Grayscale Securities, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Morningstar Investment Services LLCBroker
August 2023 - April 2025 · 1 yr 8 mos
Equitable Distributors, LLCBroker
January 2014 - January 2023 · 9 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.