Tracy Whited has been Senior Partner/Member of Wealthtrak Capital Management since October 2011, is a control person of the firm and directly owns between 50% and 75% of it. Tracy Whited studied at Old Dominion University.
Wealthtrak Capital Management, L.L.C. is a Virginia Beach, VA firm with $214M under management, 278 clients and 3 advisers in one office, as of its May 2026 filing.
Tracy Whited is Chief Investment Officer and Wealth Advisor of WealthTrak Capital Management, based in Virginia Beach, Virginia. He has been an advisor in the Hampton Roads area for the past thirty years and is co-founder of the firm. As CIO, he oversees the investment committee and guides investment policy for the firm.
Tracy Whited’s longest registration is the current one, 14 years at Wealthtrak Capital Management since 2012. Before joining Wealthtrak Capital Management in 2012, Tracy Whited was registered through First Allied Advisory Services, Inc. and FFP Advisory Services Inc.
- Wealthtrak AdvisorsCurrent– present · 14 yearsVirginia Beach, VA · Adviser representative · Firm CRD 160057
- First Allied Advisory Services, Inc.– · 5 yearsChesapeake, VA · Adviser representative · Firm CRD 137888
- FFP Advisory Services Inc– · 13 yearsChesapeake, VA · Adviser representative · Firm CRD 110778
Professional designations
Listed by Wealthtrak Capital Management
- PFP
- RFC®
Investment adviser representative registrations
Tracy Whited is registered as an investment adviser representative in Virginia, since April 2012.
- VirginiaSince 3 April 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 February 1990 |
| Series 7 | General Securities Representative Examination | 20 January 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tracy Wayne Whited
- CRD
- 2022462
- Firm
- Wealthtrak Capital Management · CRD 160057
- Role
- Senior Partner/Member
- Office
- 272 BENDIX ROAD, SUITE 130, Virginia Beach, VA 23452
- Registration
- Investment adviser registration
- In the industry since
- February 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthtrakcm.com
Where does Tracy Whited work?
Tracy Whited has been Senior Partner/Member of Wealthtrak Capital Management, L.L.C. since October 2011, and is a control person of the firm.
Is Tracy Whited a financial advisor?
Yes. Tracy Whited has a current investment-adviser registration in Virginia, through Wealthtrak Capital Management since April 2012.
How many years of experience does Tracy Whited have?
Tracy Whited has 33 years in the financial industry, since February 1993, across 3 adviser firms.
What exams has Tracy Whited passed?
Tracy Whited has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1990.
Where did Tracy Whited work before Wealthtrak Capital Management?
Before Wealthtrak Capital Management, Tracy Whited was registered through First Allied Advisory Services, Inc., January 2007 to March 2012; FFP Advisory Services Inc, February 1993 to January 2007.
Where is Tracy Whited based?
Tracy Whited’s registered office is in Virginia Beach, VA.
Is Tracy Whited registered with FINRA?
No. Tracy Whited has no current broker registration.
How can I verify Tracy Whited’s record?
Search CRD 2022462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tracy Whited’s full registration record.