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Marianne Rafferty

ZANBATO ADVISORS LLC·MOUNTAIN VIEW, California
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715 NORTH SHORELINE BLVD, MOUNTAIN VIEW, CA 94043CRD# 1982973Firm CRD# 311620
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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.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ZANBATO ADVISORS LLC
ZANBATO ADVISORS LLC
AUM
$507M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ZANBATO ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1982973
Firm CRD# 311620
No disclosures on file
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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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