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Tracey Nightingale

Strategic Advisers LLC

Tampa, FL

CRD 7619279

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-26
TX RA APPROVED 2026-03-24
  • FL RA
    APPROVED
    Since 2026-03-26
  • TX RA
    APPROVED
    Since 2026-03-24

Branch Locations

Tampa, FL • 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
Self Emp Tracey Nightingale And Travel Tampa FL 08/2025 01/2026
Usaa Tampa FL 06/2017 08/2024
E-Telequote Tampa FL 09/2016 05/2017
Fidelity Investments Tallahassee FL 02/2026 Present
Morgan Stanley Tampa FL 09/2024 07/2025
Usaa Life Company Tampa FL 02/2022 07/2023
  • 08/2025 → 01/2026
    Self Emp Tracey Nightingale And Travel
    Tampa, FL
  • 06/2017 → 08/2024
    Usaa
    Tampa, FL
  • 09/2016 → 05/2017
    E-Telequote
    Tampa, FL
  • 02/2026 → Present
    Fidelity Investments
    Tallahassee, FL
  • 09/2024 → 07/2025
    Morgan Stanley
    Tampa, FL
  • 02/2022 → 07/2023
    Usaa Life Company
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-27
  • S66 Uniform Combined State Law Examination
    2024-11-27
Other Names
  • Tracey Joanne Nightingale
  • Tracey Nightingale
  • Tracey J Nightingale

View on SEC IAPD

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