Grace Helene Traina
Professional Summary
Grace Helene Traina, who also goes by Grace Traina, is a registered financial advisor currently at ARDEA PARTNERS LP located in New York, New York. Grace is registered as a RR (Registered Representative) and started their career in finance in 2024. Grace has worked at 1 firm and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Grace Traina
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
ARDEA PARTNERS LLC | ARDEA PARTNERS LP
Contact Information
Main Address
10 Hudson Yards 48th Floor, New York, NY 10001Mailing Address
10 Hudson Yards 48th Floor, New York, NY 10001Phone Number
(212) 430-2300Established
Delaware since 02/17/2016Firm Type
Other Types of Legal FormationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/29/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2024About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Grace Helene Traina's CRS (Customer Relationship Summary).
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