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James Marshall Myers Regulinski

CARBON COLLECTIVE INVESTING, LLC·OAKLAND, California
Series 65Clean record5 years registeredCARBON 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 · 5 years registered
Brand Profile
Not yet started
01

Career History

CARBON COLLECTIVE INVESTING, LLC
Aug 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 25, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARBON COLLECTIVE INVESTING, LLC
CRD 310129 · SEC 801-119296
AUM
$123M
Regulatory assets under management
Employees
7
1,136 client accounts
Services offered by CARBON COLLECTIVE INVESTING, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at CARBON COLLECTIVE INVESTING, LLC →
Introduction

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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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