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).
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Total Assets Under Management168MILLION
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Total Number of Accounts1,477ACCOUNTS
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Average Account Value$113,783
- A percentage of assets under your management
- 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

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