Tracey M Manzi

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2013 → 02/2021
  Cammack Larhette Advisors, Llc
  New York, NY
• 02/2021 → 04/2021
  Capfinancial Partners, Llc. (Captrust)
  Raliegh, NC
• 04/2021 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2013-03-04 → 2021-05-18
  Cammack Retirement Group
  Wellesley, MA
  New York, NY
  Charlotte, NC
  Charlotte, NC
• 2021-02-26 → 2021-04-19
  Captrust
  Charlotte, NC
• 2008-09-03 → 2010-12-31
  Mcnamara Capital
  Boston, MA
• 2007-08-15 → 2008-06-11
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-02-09
• S63 Uniform Securities Agent State Law Examination
  2007-07-24

Designations

• Chartered Financial Analyst

Other Names

• Tracey Marie Manzi