Unclaimed Profile

Rebecca Ann Casanega

SHARPER & GRANITE LLC·EL SEGUNDO, California

Clean recordSHARPER & GRANITE LLC

400 CONTINENTAL PLAZA, EL SEGUNDO, CA 90245CRD# 7712609Firm CRD# 136719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Ann Casanega · EL SEGUNDO, CA

Registration

CRD #7712609 · SHARPER & GRANITE LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rebecca Ann Casanega is a registered financial advisor based in EL SEGUNDO, California, affiliated with SHARPER & GRANITE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SHARPER & GRANITE LLC

AUM

$300M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHARPER & GRANITE LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7712609

Firm CRD# 136719

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebecca Ann Casanega offer?

Rebecca Ann Casanega specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EL SEGUNDO, California for a consultation.

What are Rebecca Ann Casanega's credentials?

Rebecca Ann Casanega is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Ann Casanega located?

Rebecca Ann Casanega is based in EL SEGUNDO, California, working with SHARPER & GRANITE LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.

How does Rebecca Ann Casanega charge for services?

Rebecca Ann Casanega's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHARPER & GRANITE LLC?

SHARPER & GRANITE LLC has approximately 5 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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