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William John Tracy

Yeske Buie Inc.

Vienna, VA

CRD 7676768

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Employer firm

Yeske Buie Inc. CRD 143234

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Yeske Buie Inc.

301 Maple Avenue West Suite 600, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-14
  • VA RA
    APPROVED
    Since 2026-07-14

Branch Locations

301 Maple Avenue West Suite 600, Vienna, VA 22180 • 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
Yeskie Buie Inc. Vienna VA 07/2023 Present
Skypath Private Wealth Summit NJ 12/2022 01/2023
Wealthspire Advisors Reston VA 06/2022 07/2022
Zappia's Summit NJ 07/2021 01/2022
Kent Place Camp Summit NJ 06/2020 08/2020
Usabl Mountainside NJ 08/2016 10/2018
Virginia Tech University Blacksburg VA 08/2019 05/2023
Student Mountainside NJ 03/2016 06/2019
  • 07/2023 → Present
    Yeskie Buie Inc.
    Vienna, VA
  • 12/2022 → 01/2023
    Skypath Private Wealth
    Summit, NJ
  • 06/2022 → 07/2022
    Wealthspire Advisors
    Reston, VA
  • 07/2021 → 01/2022
    Zappia's
    Summit, NJ
  • 06/2020 → 08/2020
    Kent Place Camp
    Summit, NJ
  • 08/2016 → 10/2018
    Usabl
    Mountainside, NJ
  • 08/2019 → 05/2023
    Virginia Tech University
    Blacksburg, VA
  • 03/2016 → 06/2019
    Student
    Mountainside, NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

More in Vienna, VA

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