Regatta Research & Money Management LLC

Regatta Research & Money Management LLC (CRD# 113181) is a financial advisory firm headquartered in Metairie, LA. They manage $168,058,168 in 1,477 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
6620 Riverside Drive, Suite 207, Metairie, LA 70003
https://yourfinancialcoaches.com
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    1,477
    ACCOUNTS
  • Average Account Value
    $113,783
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, LA, MS, NC, OH, TX

Financial Advisors at Regatta Research & Money Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Blair Barbier, financial advisor Metairie LA
Blair M. Barbier
CRD#: 4822993
2121 N. Causeway Blvd, Suite 257, Metairie, LA 70001

Blair Barbier (CRD# 4822993) is an Investment Advisor Representative working at Regatta Research & Money Management LLC in Metairie, LA and has 1 year of experience in the finance industry.

2
Rudy Blanchard, financial advisor Metairie LA
Rudy J. Blanchard
CRD#: 2427299
2121 N. Causeway Blvd, Suite 257, Metairie, LA 70001

Rudy Blanchard (CRD# 2427299) is an Investment Advisor Representative working at Regatta Research & Money Management LLC in Metairie, LA and has over 5 years of experience in the finance industry.

3
Eric Greschner, financial advisor Metairie LA
Eric A. Greschner
CRD#: 2681554
6620 Riverside Dr, Suite 207, Metairie, LA 70003

Eric Greschner (CRD# 2681554) is an Investment Advisor Representative working at Regatta Research & Money Management LLC in Metairie, LA and has over 26 years of experience in the finance industry.

4
Claudia Hayden, financial advisor Metairie LA
Claudia M. Hayden
CRD#: 4185878
2121 N. Causeway Blvd, Ste. 257, Metairie, LA 70002

Claudia Hayden (CRD# 4185878) is an Investment Advisor Representative working at Regatta Research & Money Management LLC in Metairie, LA and has over 21 years of experience in the finance industry. Claudia Hayden 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.

5
Andrew Pool, financial advisor Metairie LA
Andrew V. Pool
CRD#: 4340564
2121 N. Causeway Blvd., Suite 257, Metairie, LA 70001

Andrew Pool (CRD# 4340564) is an Investment Advisor Representative working at Regatta Research & Money Management LLC in Metairie, LA and has over 21 years of experience in the finance industry.

6
Douglas Thompson, financial advisor Baton Rouge LA
Douglas W. Thompson
CRD#: 6402838
17425 Jefferson Hwy, Ste C, Baton Rouge, LA 70817

Douglas Thompson (CRD# 6402838) is an Investment Advisor Representative working at Regatta Research & Money Management LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals