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Tracy Ann Shemano

Quantum Financial Advisors, LLC

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About Tracy Ann Shemano

Tracy Ann Shemano is an investment advisor representative at Quantum Financial Advisors, LLC, and is licensed to provide financial and investment advice in California. She has over 25 years of experience in the financial services industry. Tracy Ann Shemano is a Series 7, 63, and 65 licensed advisor, and her specializations include financial planning, portfolio management, and pension consulting. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Tracy Shemano is currently registered with Quantum Financial Advisors, LLC. Quantum Financial Advisors, LLC is a registered investment advisor based in El Segundo, CA. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Quantum Financial Advisors manages over $1.2 billion in assets.
Quantum Financial Advisors, LLC

222 N. PACIFIC COAST HIGHWAY

EL SEGUNDO, CA 90266

$1.23B

Assets Under Management

10

Total Clients

11

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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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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Tracy Shemano’s Registration & Firm History

CA

01/03/2024 - Present

Quantum Financial Advisors, LLC (SANTA MONICA CA)

NY

08/22/1995 - 01/02/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/03/1993 - 02/10/1994

CHARTER ATLANTIC SECURITIES COMPANY, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracy Ann Shemano.
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