Tracy Mcmacken

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2016
  Randstad
  Atlanta, GA
• 12/2016 → 08/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2024 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2022-05-19 → 2024-09-18
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-05-18
• S63 Uniform Securities Agent State Law Examination
  2017-01-10

Designations

• Certified Financial Planner

Other Names

• Tracy Crawford
• Tracy Mcmacken
• Tracy Lynn Crawford
• Tracy Lynn Mcmacken