Tracy Wright
Advisor at Grayscale Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Grayscale Advisors
Location
Stamford, CT 06902
Credentials
Series 63, Series 66
Industry experience
11 years
About
Tracy Wright is a financial advisor at Grayscale Advisors with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morningstar Investment Services LLC and Equitable Distributors, LLC. Wright is also involved with Grayscale Operating, LLC, serving as Regional VP and Market Leader for the Southeast Coast. Grayscale Advisors provides investment advisory services primarily to pooled investment vehicles and private funds, including a series of exchange-traded funds and digital-asset–focused private funds. The firm focuses on institutional and fund-level clients, managing both index-tracking ETFs and active digital-asset strategies.
Expertise
Based on Grayscale Advisors
Private / alternative investments
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Wealth management
Fee options
$0 - $250 million: 0.055% annually (Vident sub-advisory fee on certain Grayscale ETFs) $250 million - $500 million: 0.045% annually (Vident sub-advisory fee on certain Grayscale ETFs) $500 million+: 0.035% annually (Vident sub-advisory fee on certain Grayscale ETFs)
Performance fee of 10% of net capital appreciation for Grayscale Dynamic Income Fund (GDIF)
Minimum fee: $40,000 minimum for Vident sub-advisory fees on certain Grayscale ETFs Fee-only: Annual advisory fees negotiated and agreed upon with each client; for Grayscale Dynamic Income Fund: 0.5% annual management fee; for Single Asset Private Funds: 2.5% annual management fee or as negotiated; Vident sub-advisory fees as tiered above
Location
290 Harbor Drive, 4 Th Floor
Stamford, CT 06902
Most active in
Tracy W has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
Grayscale Securities, LLC
2025 - Present (1 year)
Grayscale Operating, LLC
2025 - Present (1 year)
Grayscale Advisors, LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Morningstar Investment Services LLC
2023 - 2025 (2 years)
Equitable Distributors, LLC
2020 - 2023 (3 years)
Equitable Distributors, LLC
2014 - 2020 (6 years)
AXA Distributors, LLC
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brian L
Series 63, Series 65
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Fabian D
CFP®, CFA®
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Gabriel N
CFA®
Stamford, CT
Tadpole Investments LLC
Antonio T
CFP®, Series 63
White Plains, NY
Financial Planning Associates, LLC
Charles S
Series 66
Westport, CT
Blue Keel Financial Planning
Norman K
Series 65
Westport, CT
Norman Kramer Investments, Inc.
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