Tracey Anne Dewane

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

• 04/2004 → Present
  Raymond James Financial Services
  Costa Mesa, CA
• 01/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Newport Beach, CA

Other Businesses

Name of Business: Address: Dewane Investment Strategies, Activity Type: Support Company - Owner, Position/Title: Other Investment Related: No Start Date: 04/01/2016 HPM: 0-1 HPM trade hours: 0-1 Duties: Part Owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-13

Other Names

• Tracey Anne Tuer
• Tracey Tuer
• Tracey Anne Gallagher
• Tracey Anne Tuer