Tracey Lynn John

Employer firm

Trg Investment Advisors, LLC CRD 315629

$167M regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• INSTITUTIONAL CONSULTING

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

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

Current Employers

Employment History

• 12/2002 → 11/2022
  Vermont Country Deli
  Brattleboro, VT
• 11/2022 → Present
  Trg Investment Advisors, Llc
  Brattleboro, VT

Other Businesses

1. Brattleboro Savings and Loan. Not Investment Related. 221 Main St. Brattleboro, Vermont 05301. Director. April 2017. 5 HRS per Month. Board of Directors; Management Oversight. 2. Brattleboro Development Credit Corp. Not Investment Related. 76 Colton Mill Hill. Brattleboro, Vermont 05301. Trustee. April 2022. 2 HRS per Month. Board of Trustees; Management Oversight. 3. Project Feed The Thousands; Not Investment Related; 464 Putney Road, Brattleboro, Vermont 05301; Volunteer Board Member. October 2023; 2 hours per month; Helping to raise money, collect food for charitable nonprofit. 4. Harris Hill Ski Jump Committee; Not Investment Related; Cedar Street, Brattleboro, Vermont 05301; Planning Committee member; April 2024; 1 hour per month; Part of planning committee for annual ski jump competition.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-04