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Michelle Lynn Tracy

PNC Investments

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About Michelle Lynn Tracy

Michelle Tracy is a registered investment advisor with PNC Investments. Michelle has been in the industry for 28 years, with previous employment at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Michelle is licensed to provide investment advisory services in 26 states. Michelle holds Series 7 and Series 66 licenses and is a member of FINRA. Michelle's specializations include securities, mutual funds and variable annuities.

Firm Information

Michelle Tracy is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Michelle Tracy’s Registration & Firm History

DE

11/17/2010 - Present

PNC Investments (WILMINGTON DE)

DE

06/01/2009 - 12/01/2010

MORGAN STANLEY SMITH BARNEY (GREENVILLE DE)

DE

02/21/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (GREENVILLE DE)

MD

05/27/1999 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MD

10/24/1994 - 06/12/1998

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 02/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Lynn Tracy.
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