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Tracy Sheldon Chang

Crowdstreet Capital LLC

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About Tracy Sheldon Chang

Tracy Sheldon Chang is a financial advisor with Crowdstreet Capital LLC in Austin, TX. Tracy has been in the financial industry since June 16, 2000, and holds Series 7, 24, 66, SIE and 79TO licenses. Tracy has prior experience with a number of firms including Altegris Investments, LLC, Artivest Brokerage LLC, Pantheon Securities, LLC, AMG Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Securities LLC.

Firm Information

Tracy Chang is currently registered with Crowdstreet Capital LLC. Crowdstreet Capital LLC is a Limited Liability Company formed in April 2018 and is registered in all 50 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Tracy Chang’s Registration & Firm History

TX

05/04/2022 - Present

Crowdstreet Capital LLC (AUSTIN TX)

NY

08/22/2019 - 06/02/2020

ALTEGRIS INVESTMENTS, LLC (New York NY)

NY

09/22/2017 - 09/28/2018

ARTIVEST BROKERAGE LLC (NEW YORK NY)

NY

03/01/2017 - 05/01/2017

PANTHEON SECURITIES, LLC (NEW YORK NY)

NY

04/09/2014 - 02/28/2017

AMG DISTRIBUTORS, INC. (New York NY)

NY

06/15/2007 - 09/09/2013

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

NY

01/10/2005 - 05/15/2007

UBS SECURITIES LLC (NEW YORK NY)

NY

11/04/1994 - 04/09/2003

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

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Licenses & Designations

BOTH

Issued 11/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Sheldon Chang.
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