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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)19 years in industry

Tracey M Manzi

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:8ab2675a-a126-ce84-e03f-cd5291fb024f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Jul 24, 2007
First registration: Aug 15, 2007
Dual registered: yes, broker-dealer
Other names: TRACEY MARIE MANZI
IAPD individual key: 2220631

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 28, 2022	n/a	yes	ST. PETERSBURG, FL	Current employment
Captrust	Institutional manager	Feb 26, 2021	Apr 19, 2021	no	CHARLOTTE, NC	Previous registration
CAMMACK RETIREMENT GROUP	Former SEC adviser	Mar 4, 2013	May 18, 2021	no	WELLESLEY, MA\|New York, NY\|CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
MCNAMARA CAPITAL	n/a	Sep 3, 2008	Dec 31, 2010	no	BOSTON, MA	Previous registration
CADARET GRANT & CO INC	Former SEC adviser	Aug 15, 2007	Jun 11, 2008	no	SYRACUSE, NY\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMMACK RETIREMENT GROUP	Captrust	May 18, 2021	Feb 26, 2021	-81	Firm change after gap	Other
Captrust	RAYMOND JAMES & ASSOCIATES, INC.	Apr 19, 2021	Feb 28, 2022	315	Firm change	Other
MCNAMARA CAPITAL	CAMMACK RETIREMENT GROUP	Dec 31, 2010	Mar 4, 2013	794	Firm change after gap	Other
CADARET GRANT & CO INC	MCNAMARA CAPITAL	Jun 11, 2008	Sep 3, 2008	84	Firm change	Other

Relationships

Registered with (5)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Feb 28, 2022 to presentfactForm ADV
→ CAMMACK RETIREMENT GROUPRegistered adviserregistration: previous registration
Mar 4, 2013 to May 18, 2021factForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Feb 26, 2021 to Apr 19, 2021factForm ADV
→ MCNAMARA CAPITALRegistered adviserregistration: previous registration
Sep 3, 2008 to Dec 31, 2010factForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Aug 15, 2007 to Jun 11, 2008factForm ADV

Dated events

No dated event names this entity yet.