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James Marshall Myers Regulinski

CARBON COLLECTIVE INVESTING, LLC·OAKLAND, California
Clean recordCARBON COLLECTIVE INVESTING, LLC
2648 INTERNATIONAL BLVD, OAKLAND, CA 94601CRD# 7277421Firm CRD# 310129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Marshall Myers Regulinski · OAKLAND, CA
Registration
CRD #7277421 · CARBON COLLECTIVE INVESTING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Marshall Myers Regulinski is a registered financial advisor based in OAKLAND, California, affiliated with CARBON COLLECTIVE INVESTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
CARBON COLLECTIVE INVESTING, LLC
CARBON COLLECTIVE INVESTING, LLC
AUM
$123M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CARBON COLLECTIVE INVESTING, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7277421
Firm CRD# 310129
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Marshall Myers Regulinski offer?
James Marshall Myers Regulinski specializes in Investment Management. Contact their office in OAKLAND, California for a consultation.
What are James Marshall Myers Regulinski's credentials?
James Marshall Myers Regulinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Marshall Myers Regulinski located?
James Marshall Myers Regulinski is based in OAKLAND, California, working with CARBON COLLECTIVE INVESTING, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does James Marshall Myers Regulinski charge for services?
James Marshall Myers Regulinski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARBON COLLECTIVE INVESTING, LLC?
CARBON COLLECTIVE INVESTING, LLC has approximately 7 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARBON COLLECTIVE INVESTING, LLC

Zachary Ruark Stein
OAKLAND, CA

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Research
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