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Rudy Jerome Blanchard

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.·METAIRIE, Louisiana
Unclaimed Profile
6620 RIVERSIDE DRIVE, METAIRIE, LA 70003CRD# 2427299Firm CRD# 113181
01

About

Rudy Jerome Blanchard is a registered financial advisor based in METAIRIE, Louisiana, affiliated with REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
AUM
$173M
Regulatory assets under management
Employees
8
Total firm employees
Services
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2427299
Firm CRD# 113181
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rudy Jerome Blanchard offer?
Rudy Jerome Blanchard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in METAIRIE, Louisiana for a consultation.
What are Rudy Jerome Blanchard's credentials?
Rudy Jerome Blanchard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rudy Jerome Blanchard located?
Rudy Jerome Blanchard 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 Rudy Jerome Blanchard charge for services?
Rudy Jerome Blanchard'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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