Sheila Rabaut, financial advisor San Francisco CA

Sheila Rabaut

CRD Number: 6711186
Current Firm: Bakeravenue

Sheila Rabaut (CRD# 6711186) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 4 years of experience in the finance industry. Sheila Rabaut has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Baker Avenue Asset Management LP San Francisco, CA Feb 2018 - Current 3
Sheila Rabaut, Consultant/contractor To Rabaut Family Foundation San Francisco, CA Aug 2013 - Current 8
Waypoint Wealth Partners San Francisco, CA Sep 2016 - Feb 2018 1
Roi Dna San Francisco, CA Mar 2012 - Aug 2013 1
Unemployed San Francisco, CA Nov 2011 - Feb 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Sheila M. Rabaut
Phone Number: 415-986-1110
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,040
    MILLIONS
  • Total Number of Accounts
    1,706
    ACCOUNTS
  • Average Account Value
    $1,195,654
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MI, NC, NH, NJ, NV, NY, OK, PA, SC, TX, VA, WA

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