Scott Tracy
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
South Fork, CO
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
35 years
About
Scott Tracy is a CFP®-designated financial advisor with Edward Jones, based in South Fork, Colorado. He has 35 years of industry experience and has been with Edward Jones since 2004. Outside of advising, he owns a rental condo in The Hills, Texas, which is managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated products, supported by a large network of advisors and branch offices nationwide.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
South Fork, CO
Most active in
Scott T has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Edward Jones
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David C
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David Creasey is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the board and executive committee of The Alley Theatre in Houston, where he also chairs the Education and Community Engagement Committee and participates on the Finance and Audit Committees. Additionally, he is a board member of the Sam Houston Area Council Boy Scouts of America and serves on its Investment Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.
Russell C
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South Fork, CO
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