Regatta Research & Money Management LLC

Regatta Research & Money Management LLC (CRD# 113181) is a financial advisory firm headquartered in Metairie, LA. They manage $172,530,152 in 1,621 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://www.facebook.com/regattaresearchllc/
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    1,621
    ACCOUNTS
  • Average Account Value
    $106,434
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 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
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
6620 Riverside Dr, Ste 207, Suite 257, Metairie, LA 70003

Rudy Blanchard (CRD# 2427299) is an Investment Advisor Representative working at Regatta Research & Money Management LLC in Metairie, LA and has over 7 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 28 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 23 years of experience in the finance industry.

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 23 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.

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