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Financial ADVSR advisor directory · SEC adviser records

Regatta Research & Money Management L.L.C. financial advisors in Louisiana

Every SEC-registered investment adviser representative at a Regatta Research & Money Management L.L.C. office in Louisiana, by city and A to Z.

The short answer

5 registered advisors work at Regatta Research & Money Management L.L.C. in Louisiana, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Metairie (4). 1 list the CFP designation and 0 are also registered broker representatives.

Regatta Research & Money Management L.L.C. advisors by city in Louisiana

Every firm in Louisiana →

Metairie 4Baton Rouge 1

Regatta Research & Money Management L.L.C. advisors in Louisiana, A to Z

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Questions

How many Regatta Research & Money Management L.L.C. financial advisors are in Louisiana?

5 investment adviser representatives are registered at Regatta Research & Money Management L.L.C. offices in Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Louisiana does Regatta Research & Money Management L.L.C. have the most advisors?

Metairie, with 4, then Baton Rouge (1). Regatta Research & Money Management L.L.C. has advisors in 2 cities in Louisiana.

How do I check a Regatta Research & Money Management L.L.C. advisor in Louisiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Regatta Research & Money Management L.L.C. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.