TrueAdvisor
TrueAdvisor
TD
TD

Tracey Alden Devine

Saratoga Research & Investment Management
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Saratoga Research & Investment Management
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
3,016 clients
Average Client Portfolio
$833K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K

Location

Ponte Vedra, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Saratoga Research & Investment Management
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Truist Advisory Services, INC.
January 2017 - October 2022 · 5 yrs 9 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.