Unclaimed Profile

Beau Geste D'silva

RETIREMENT WELLNESS GROUP LLC·PASADENA, California

SIE, Series 6, Series 63, Series 65Clean record10 years registeredRETIREMENT WELLNESS GROUP LLC

123 SOUTH MARENGO AVE., PASADENA, CA 91101CRD# 6199152Firm CRD# 297255

Profile Verification

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

Identity

Beau Geste D'silva · PASADENA, CA

Registration

CRD #6199152 · RETIREMENT WELLNESS GROUP LLC · 10 years registered

Brand Profile

Not yet started

Career History

RETIREMENT WELLNESS GROUP

Jul 2018 – present

M HOLDINGS SECURITIES, INC.

Jan 2016 – May 2018

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · January 25, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT WELLNESS GROUP LLC

CRD 297255 · SEC 801-113447

AUM

$486M

Regulatory assets under management

Employees

81 client accounts

Services offered by RETIREMENT WELLNESS GROUP LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at RETIREMENT WELLNESS GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Beau Geste D'silva offer?

Beau Geste D'silva specializes in Investment Management. Contact their office in PASADENA, California for a consultation.

What are Beau Geste D'silva's credentials?

Beau Geste D'silva is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beau Geste D'silva located?

Beau Geste D'silva is based in PASADENA, California, working with RETIREMENT WELLNESS GROUP LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Beau Geste D'silva charge for services?

Beau Geste D'silva'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 RETIREMENT WELLNESS GROUP LLC?

RETIREMENT WELLNESS GROUP LLC has approximately 2 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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