Tracy Allison New

Employer firm

Trustage Investment Management CRD 105960

$39.5B regulatory AUM 106 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → 09/2016
  Unemployed
  Moyock, NC
• 09/2016 → 08/2018
  Appomattox Wealth Mgmt
  Petersburg, VA
• 11/2017 → 08/2018
  Lpl Financial Llc
  Petersburg, VA
• 09/2018 → 11/2020
  Tdameritrade
  Glen Allen, VA
• 11/2020 → 05/2021
  Securian Financial Services Inc
  St Paul, MN
• 11/2020 → 05/2021
  Virginia Asset Management
  Midlothian, VA
• 05/2021 → Present
  Cuna Mutual Group
  Waverly, IA
• 05/2021 → Present
  Cuna Brokerage Services
  Waverly, IA

Previous Registrations

• 2020-11-13 → 2021-05-18
  Securian Financial Services, Inc.
  Midlothian, VA
• 2018-09-20 → 2020-11-05
  Td Ameritrade, Inc.
  Midlothian, VA
  Glen Allen, VA
• 2018-09-22 → 2020-11-05
  Td Ameritrade Investment Management, Llc
  Midlothian, VA
  Glen Allen, VA
• 2018-05-30 → 2018-09-07
  Lpl Financial Llc
  Petersburg, VA
  Chester, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-30

Other Names

• Tracy Allison Powell
• Tracy Allison New
• Tracy New