Unclaimed Profile

Marianne Rafferty

ZANBATO ADVISORS LLC·MOUNTAIN VIEW, California

Clean recordZANBATO ADVISORS LLC

715 NORTH SHORELINE BLVD, MOUNTAIN VIEW, CA 94043CRD# 1982973Firm CRD# 311620

Profile Verification

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

Identity

Marianne Rafferty · MOUNTAIN VIEW, CA

Registration

CRD #1982973 · ZANBATO ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marianne Rafferty is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with ZANBATO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ZANBATO ADVISORS LLC

AUM

$507M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZANBATO ADVISORS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1982973

Firm CRD# 311620

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marianne Rafferty offer?

Marianne Rafferty specializes in Retirement Planning. Contact their office in MOUNTAIN VIEW, California for a consultation.

What are Marianne Rafferty's credentials?

Marianne Rafferty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marianne Rafferty located?

Marianne Rafferty is based in MOUNTAIN VIEW, California, working with ZANBATO ADVISORS LLC. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.

How does Marianne Rafferty charge for services?

Marianne Rafferty's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZANBATO ADVISORS LLC?

ZANBATO ADVISORS LLC has approximately 12 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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