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Marc Anthony Traverso

TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC·SANTA ROSA, California
Clean recordTRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
917 MENDOCINO AVE, SANTA ROSA, CA 95401CRD# 2735299Firm CRD# 294019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Anthony Traverso · SANTA ROSA, CA
Registration
CRD #2735299 · TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc Anthony Traverso is a registered financial advisor based in SANTA ROSA, California, affiliated with TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
AUM
$553M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2735299
Firm CRD# 294019
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Anthony Traverso offer?
Marc Anthony Traverso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA ROSA, California for a consultation.
What are Marc Anthony Traverso's credentials?
Marc Anthony Traverso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Anthony Traverso located?
Marc Anthony Traverso is based in SANTA ROSA, California, working with TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.
How does Marc Anthony Traverso charge for services?
Marc Anthony Traverso's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC?
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

Timothy Allen Chambers
SANTA ROSA, CA
Audra Christine Nay
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Research
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