Lindsey
Diranian
Regatta Capital Group, LLC
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About this Advisor
Lindsey Diranian is a financial advisor based in El Segundo, California who has 4 years of industry experience. Diranian currently works for Regatta Capital Group, LLC. Over the course of their career, Diranian has held roles at Microsoft, Ingenious Asset Group, Usc Office Of International Services, Farmer & Ridley Llp, Icon Information Consultants, Merrill Lynch Pierce, Fenner, & Smith Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Regatta Capital Group, LLC. Diranian holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Regatta Capital Group, LLC is a registered investment firm based in El Segundo, CA. The company has offices in six locations and a total of 17 financial advisors. It controls $1 billion in assets across its 3,231 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 3,231 client accounts, 35% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Fees for financial management typically are based on the type of financial services provided. However, fee types billed by Regatta Capital Group, LLC most likely include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regatta Capital Group, LLC Brokerage Details
$1,017,962,240
17
3,231
$315,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Lindsey Diranian Work History
Lindsey has been registered as a financial advisor for 4 years.*
Regatta Capital Group, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Icon Information Consultants
Merrill Lynch Pierce, Fenner, & Smith Inc
Microsoft
Ingenious Asset Group
Usc Office Of International Services
Farmer & Ridley Llp
*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 Lindsey Diranian 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 Regatta Capital Group, LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
New Vernon, NJ
El Segundo, 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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