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Robert William Scannell

TRADEWINDS INVESTMENT MANAGEMENT, L.P.·SAUSALITO, California
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THREE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 1576601Firm CRD# 138261
01

About

Robert William Scannell is a registered financial advisor based in SAUSALITO, California, affiliated with TRADEWINDS INVESTMENT MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRADEWINDS INVESTMENT MANAGEMENT, L.P.
TRADEWINDS INVESTMENT MANAGEMENT, L.P.
AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRADEWINDS INVESTMENT MANAGEMENT, L.P. →
Services
Pension consulting
Other
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1576601
Firm CRD# 138261
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert William Scannell offer?
Robert William Scannell specializes in Retirement Planning. Contact their office in SAUSALITO, California for a consultation.
What are Robert William Scannell's credentials?
Robert William Scannell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Scannell located?
Robert William Scannell is based in SAUSALITO, California, working with TRADEWINDS INVESTMENT MANAGEMENT, L.P.. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Robert William Scannell charge for services?
Robert William Scannell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADEWINDS INVESTMENT MANAGEMENT, L.P.?
TRADEWINDS INVESTMENT MANAGEMENT, L.P. has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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