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Financial ADVSR advisor directory · SEC adviser records

Regatta Research & Money Management L.L.C. financial advisors in Metairie, LA

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

The short answer

4 registered advisors work at Regatta Research & Money Management L.L.C. in Metairie, out of 5 at the firm nationwide; it ranks number 30 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

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

Every Regatta Research & Money Management L.L.C. advisor →

Regatta Research & Money Management L.L.C. advisors in every city and state →Regatta Research & Money Management L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Regatta Research & Money Management L.L.C. advisors in other cities

Baton Rouge, LA 1

Other firms in Metairie

All Metairie advisors →

Edward Jones 38Ameriprise Financial Services, LLC 25Pfs Investments Inc. 18Second Line Capital, LLC 18Cetera Investment Advisers LLC 14LPL Financial LLC 14MML Investors Services, LLC 14Wells Fargo Clearing Services, LLC 14Northwestern Mutual Investment Services, LLC 9Stratos Wealth Partners, Ltd. 9Prospera Financial Services, Inc. 8Raymond James Financial Services Advisors, Inc. 8

Questions

How many financial advisors does Regatta Research & Money Management L.L.C. have in Metairie?

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

Is Regatta Research & Money Management L.L.C. one of the largest advisor employers in Metairie?

Regatta Research & Money Management L.L.C. ranks number 30 in Metairie by registered advisors; Edward Jones has the most, with 38.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.