Unclaimed Profile

Mitchell Jay Tuchman

REBALANCE LLC·PALO ALTO, California

Series 65Clean record17 years registeredREBALANCE LLC

420 FLORENCE ST, PALO ALTO, CA 94301CRD# 5580017Firm CRD# 158242

Profile Verification

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

Identity

Mitchell Jay Tuchman · PALO ALTO, CA

Registration

CRD #5580017 · REBALANCE LLC · 17 years registered

Brand Profile

Not yet started

Career History

REBALANCE LLC

Sep 2011 – present

MARKETRIDERS, INC.

Mar 2009 – Aug 2016

CHESTERFIELD, MO

MARKETRIDERS, INC.

Oct 2008 – Dec 2008

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 27, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REBALANCE LLC

CRD 158242 · SEC 801-72723

AUM

$1.3B

Regulatory assets under management

Employees

1,609 client accounts

Services offered by REBALANCE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REBALANCE LLC →

Introduction

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Frequently Asked Questions

What services does Mitchell Jay Tuchman offer?

Mitchell Jay Tuchman specializes in Financial Planning, Investment Management. Contact their office in PALO ALTO, California for a consultation.

What are Mitchell Jay Tuchman's credentials?

Mitchell Jay Tuchman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mitchell Jay Tuchman located?

Mitchell Jay Tuchman is based in PALO ALTO, California, working with REBALANCE LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Mitchell Jay Tuchman charge for services?

Mitchell Jay Tuchman'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 REBALANCE LLC?

REBALANCE LLC has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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