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Heather Tracey

Meridian Wealth Partners, LLC

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About Heather Tracey

Heather Tracey is an investment advisor representative with Meridian Wealth Partners, LLC. Heather has been in the industry since 2002. She works out of the Blue Bell office in Pennsylvania. Heather Tracey has passed the Series 65 Uniform Investment Adviser Law Examination and the Series 11 Assistant Representative-Order Processing Qualification Exam. Prior to joining Meridian Wealth Partners, LLC Heather Tracey was employed at American Portfolios Financial Services, Inc. and Capital Analysts, Incorporated. Heather has experience working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and investment companies.

Firm Information

Heather Tracey is currently registered with Meridian Wealth Partners, LLC. Meridian Wealth Partners, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm, headquartered in Blue Bell, PA, provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, trusts, and retirement plans. Meridian Wealth Partners manages approximately $1.12 billion in assets.
Meridian Wealth Partners, LLC

653 SKIPPACK PIKE

BLUE BELL, PA 19422

$1.12B

Assets Under Management

62

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Tracey’s Registration & Firm History

PA

04/06/2017 - Present

Meridian Wealth Partners, LLC (BLUE BELL PA)

PA

07/09/2007 - 05/24/2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)

PA

09/24/2002 - 07/06/2007

CAPITAL ANALYSTS, INCORPORATED (PLYMOUTH MEETING PA)

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Licenses & Designations

IA

Issued 08/29/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2002

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Tracey.
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