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Tracy Lyn Shackelford

Tenzing Financial LLC

Williamsburg, VA

CRD 5561043

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Employer firm

Tenzing Financial LLC CRD 335259

$231M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Tenzing Financial Llc

1215 Mt Vernon Ave Suite C, Williamsburg, VA 23185 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-01
VA RA APPROVED 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01
  • VA RA
    APPROVED
    Since 2025-07-01

Branch Locations

1215 Mt Vernon Ave Suite C, Williamsburg, VA 23185 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Company Williamsburg VA 01/2011 12/2020
Lpl Financial Llc Williamsburg VA 12/2020 06/2024
Private Advisor Group, Llc Williamsburg VA 12/2020 07/2022
Bleakley Financial Group, Llc Williamsburg VA 06/2022 06/2025
Tenzing Financial, Llc Williamsburg VA 07/2025 Present
  • 01/2011 → 12/2020
    Northwestern Mutual Investment Company
    Williamsburg, VA
  • 12/2020 → 06/2024
    Lpl Financial Llc
    Williamsburg, VA
  • 12/2020 → 07/2022
    Private Advisor Group, Llc
    Williamsburg, VA
  • 06/2022 → 06/2025
    Bleakley Financial Group, Llc
    Williamsburg, VA
  • 07/2025 → Present
    Tenzing Financial, Llc
    Williamsburg, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-24
S63 Uniform Securities Agent State Law Examination 2012-07-03
  • S65 Uniform Investment Adviser Law Examination
    2015-07-24
  • S63 Uniform Securities Agent State Law Examination
    2012-07-03
Other Names
  • Tracy Lyn Shackleford

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

CHARLES JONATHAN CARDER
JOHN ASHLEY PATTISALL
SHARI L BARKER

Nearby Offices

MORGAN STANLEY · Williamsburg, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WILLIAMSBURG, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Williamsburg, VA

More in Williamsburg, VA

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