Unclaimed Profile

Eric Arthur Greschner

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.·METAIRIE, Louisiana

Series 7, Series 63, Series 6622 years registeredREGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

6620 RIVERSIDE DRIVE, METAIRIE, LA 70003CRD# 2681554Firm CRD# 113181

Profile Verification

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

Identity

Eric Arthur Greschner · METAIRIE, LA

Registration

CRD #2681554 · REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. · 22 years registered

Brand Profile

Not yet started

Career History

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Jul 2004 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · July 15, 2004

Years registered · 22

Disclosure History

2014Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

CRD 113181 · SEC 801-60383

AUM

$173M

Regulatory assets under management

Employees

1,621 client accounts

Services offered by REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. →

Introduction

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Frequently Asked Questions

What services does Eric Arthur Greschner offer?

Eric Arthur Greschner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in METAIRIE, Louisiana for a consultation.

What are Eric Arthur Greschner's credentials?

Eric Arthur Greschner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Arthur Greschner located?

Eric Arthur Greschner is based in METAIRIE, Louisiana, working with REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Eric Arthur Greschner charge for services?

Eric Arthur Greschner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.?

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. has approximately 8 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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