Traci D Steelman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/2015 → 12/2024
  Tailored Wealth Management, Llc Dba Integrity Wealth Strategies
  York, PA
• 02/2019 → 04/2023
  Frank Storm Cpa
  Red Lion, PA
• 02/2019 → 07/2020
  Blackforest Contruction
  Lancaster, PA
• 07/2022 → Present
  Raymond James Financial Services, Inc.
  Plano, TX
• 03/2017 → 07/2022
  Raymond James Financial Services, Inc.
  York, PA
• 11/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Plano, TX
• 02/2022 → 01/2025
  Tailored Wealth Management
  Plano, TX

Other Businesses

(1) Name of Business: Bell & Valente Wealth Services Address: 2500 Dallas Pkwy Ste 560, Plano, TX, 75093-4815, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 10/04/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor in the Bell & Valente branch. I am on the website and have Bell & Valente branded business cards. I am not employed or a 1099 contractor with Bell & Valente, all of my commissions are paid directly by RJFS-ICD. I only control my own personal social media through RJ Social. (2) Name of Business: Inda Address: 374 N Douglas Blvd, Guthrie, OK, 73044, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 10/11/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: My parents set up a revocable trust before they passed. They were very private, and we didn't get to see the trust or know our rolls until a few days before my Dad passed away last week. We think we have broad authority to continue running the farm and distribute income to the beneficiaries, their grandchildren.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-07

Other Names

• Traci Dalynn Steelman
• Traci Dalynn Weaver