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RB
CFP
RB
CFP

Rudy Jerome Blanchard

Regatta Research & Money Management L.L.C.
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Regatta Research & Money Management L.L.C.
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
464 clients
Average Client Portfolio
$406K average
Assets Under Management
$188.5M

Fee Structure

Financial Planning:Investment management only

Contact

RB
Rudy Jerome Blanchard

Location

6620 Riverside Dr, Ste 207, Suite 257, Metairie, LA, 70003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Regatta Research & Money Management L.L.C.
July 2004 - Present · 21 yrs 7 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.
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Contact
Rudy Jerome Blanchard