Audra
Nay
Traverso Chambers Private Wealth Management, LLC
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About this Advisor
Audra Nay is a financial advisor working out of Santa Rosa, California who has 5 years of relevant experience. Nay is an employee of Traverso Chambers Private Wealth Management, LLC. During their career, the advisor has held roles at Phoenix American Financial Services, Bingham, Osborn & Scarborough LLC, First Republic Investment Management, Inc, Traverso Chambers Private Wealth Management, LLC, Wells Fargo Advisors Financial Network, LLC and First Republic Securities Company, LLC. Nay maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Traverso Chambers Private Wealth Management, LLC is a business that has its headquarters in Santa Rosa, CA. It manages $452 million in assets under management between its 380 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 380 accounts, 50% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Traverso Chambers Private Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Traverso Chambers Private Wealth Management, LLC Brokerage Details
$452,279,220
6
380
$1,190,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Audra Nay Work History
Audra has been registered as a financial advisor for 5 years.*
Traverso Chambers Private Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLC
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Bingham, Osborn & Scarborough LLC
Phoenix American Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Audra Nay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Traverso Chambers Private Wealth Management, LLC
Santa Rosa, CA
Santa Rosa, CA
White Pine, TN
Santa Rosa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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