Inactive

Rudy Jerome Blanchard

Regatta Research & Money Management L.L.C.

CRD 2427299

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Employer firm

Regatta Research & Money Management L.l.c. CRD 113181

$211M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Regatta Research & Money Management L.L.C.

6620 Riverside Drive Suite 207, Metairie, LA 70003 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2004-07-19
TX	RA	APPROVED_RES	2004-07-06

LA RA
APPROVED

Since 2004-07-19
TX RA
APPROVED_RES

Since 2004-07-06

Branch Locations

6620 Riverside Dr, Ste 207 Suite 257, Metairie, LA 70003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Regatta Research & Money Management Llc	Metairie	LA	09/1998	Present

09/1998 → Present

Regatta Research & Money Management Llc

Metairie, LA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-29

S65 Uniform Investment Adviser Law Examination

2016-08-29

Designations

Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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