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Tracey Alden Devine

Saratoga Research & Investment Management

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About Tracey Alden Devine

Tracey Alden Devine is an Investment Advisor Representative at Saratoga Research & Investment Management. Tracey has been in the industry since March 2014 and holds the Series 65 license. Tracey works with a wide range of clients, including individuals, corporations, charitable organizations, investment companies, and pooled investment vehicles. The advisor specializes in providing financial planning, portfolio management, and securities research. Saratoga Research & Investment Management provides a range of services to its clients, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides financial planning services.

Firm Information

Tracey Devine is currently registered with Saratoga Research & Investment Management. Saratoga Research & Investment Management is an investment advisor registered with the SEC and located in Saratoga, CA. The firm manages over $2.7 billion in assets and offers a range of investment services, including portfolio management for individuals, investment companies, and pooled investment vehicles. They also provide financial planning and securities research. The firm primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans. They also serve investment companies, charitable organizations, and individuals other than high-net-worth individuals. The firm participates in wrap fee programs.
Saratoga Research & Investment Management

14471 BIG BASIN WAY, SUITE E

SARATOGA, CA 95070

$2.74B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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securities research

Securities research

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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Tracey Devine’s Registration & Firm History

CA

11/30/2022 - Present

Saratoga Research & Investment Management (SARATOGA CA)

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Licenses & Designations

IA

Issued 12/16/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracey Alden Devine.
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