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Tracy Anne Townshend

Fairlead Strategies

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About Tracy Anne Townshend

Tracy Anne Townshend is an Investment Advisor Representative registered in 8 states. She is a registered representative of Fairlead Strategies, a firm based in Greenwich, CT. Tracy has been an investment advisor since 2019.

Firm Information

Tracy Townshend is currently registered with Fairlead Strategies. Fairlead Strategies is an investment advisory firm located in GREENWICH, CT. They provide portfolio management for individuals and investment companies. Fairlead Strategies also offers educational seminars, market timing services, and publishes periodicals. The firm manages approximately $215,356,115 in assets.
Fairlead Strategies

19 EAST ELM STREET

GREENWICH, CT 06830

$215.36M

Assets Under Management

763

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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other

Percentage of management fee

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Tracy Townshend’s Registration & Firm History

CT

02/05/2021 - Present

Fairlead Strategies (GREENWICH CT)

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Licenses & Designations

IA

Issued 10/23/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracy Anne Townshend.
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