Bruce Raabe, financial advisor Mill Valley CA

Bruce Raabe

CRD Number: 2268947
Current Firm: Relevant Wealth Advisors, LLC

Bruce Raabe (CRD# 2268947) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Relevant Wealth Advisors, LLC Mill Valley, CA Jan 1992 - Current 32
Collins & Company, LLC Larkspur, CA Jan 1992 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Bruce J. Raabe
Phone Number: 415-925-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    584
    MILLIONS
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $5,897,330
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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