Heritage Asset Managers
47yrs
Top advisor by experience in Arkansas
6yrs
Based in Little Rock, Arkansas, Tracy Speed is a fiduciary financial advisor with 6 years of industry experience. Tracy joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 676 advisors with offices in Little Rock, and one of 635 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office2200 North Rodney Parham Road Suite 100, Little Rock, AR 72212
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowMorgan StanleyCurrent firm
Contact Tracy
Local office(501) 221-6100Ask for Tracy. (914) 225-5510Main office · Purchase, NY 2200 North Rodney Parham Road Suite 100Little Rock, AR 72212Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Tracy
Tailored to Tracy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tracy
How do I contact Tracy?
Call Tracy’s local office at (501) 221-6100 or the Morgan Stanley main office at (914) 225-5510, and ask for Tracy Speed.
How long has Tracy been a financial advisor?
Tracy has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Tracy hold?
Series 66. Tap any license on this page to see what it allows.
Is Tracy a fiduciary?
Tracy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tracy paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Tracy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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