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Tracy Townshend

6 Years of Experience
Greenwich, CT

Tracy Townshend is a registered investment advisor at Fairlead Asset Management LLC, based in Greenwich, CT, with 6 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 1 clients with $270M in assets under management.

Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$271.6M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

19 East Elm Street, 2nd Floor, Greenwich, CT, 06830

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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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Other Business Activities

Tracy is the treasurer for the Town Lighthouse Committee and the Island Retreat Association. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Fairlead Asset Management LLC
October 2019 - Present · 6 yrs 7 mos
State Registrations8 states
CACTFLILMANENYTX
Advisor

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.