Tad Rivelle, financial advisor Los Angeles CA

Tad Rivelle

CRD Number: 2800059
Current Firm: Metropolitan West Asset Management LLC

Tad Rivelle (CRD# 2800059) is an Investment Advisor Representative working at Metropolitan West Asset Management LLC in Los Angeles, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Tcw LLC Los Angeles, CA Jan 2016 - Current 5
Tcw Funds Distributors Los Angeles, CA Dec 2010 - Current 10
Trust Company Of The West Los Angeles, CA Dec 2010 - Dec 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
Contact Info for Tad Rivelle
Phone Number: 213-244-1050
Firm Website: http://www.tcw.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    138,605
    MILLIONS
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $888,492,718
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, MI, NC, TX, WA

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