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Tracy Ellen Lewinski

Eagle Strategies LLC

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About Tracy Ellen Lewinski

Tracy Ellen Lewinski is a registered representative with Eagle Strategies LLC. Tracy has been in the industry since October 26, 2000. Tracy has a Series 6, Series 7, and Series 66 license. Tracy also holds a Series 63 license and is registered to provide investment advisory services in Wisconsin. Tracy is located in Milwaukee, Wisconsin and serves clients nationwide. Tracy is an active participant in the industry and is committed to providing high-quality investment advice to individuals, families, and businesses.

Firm Information

Tracy Lewinski is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

HONEY CREEK CORPORATE CENTER

MILWAUKEE, WI 53214

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Tracy Lewinski’s Registration & Firm History

WI

07/30/2012 - Present

Eagle Strategies LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 7/9/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/25/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Ellen Lewinski.
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