Tracy Anton

Tracy Anton is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.

Registration history (7)

FirmFromToCurrent
STEWARD PARTNERS INVESTMENT ADVISORY, LLC2026-06-30presentYes
UBS FINANCIAL SERVICES INC.2023-12-182026-07-15
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2019-05-022023-12-18
CONCORDE ASSET MANAGEMENT, LLC2017-09-282019-04-29
ARBOR POINT ADVISORS2017-04-142017-08-24
SECURITIES AMERICA ADVISORS, INC.2014-08-192017-08-24
PNC WEALTH MANAGEMENT2012-07-162014-08-15

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