Marc
Traverso
Traverso Chambers Private Wealth Management, LLC
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About this Advisor
Marc Traverso is a financial advisor operating out of Santa Rosa, California who has 5 years of relevant experience. Traverso currently works for Traverso Chambers Private Wealth Management, LLC. Traverso has gained experience at Wells Fargo Advisors Financial Network LLC and Traverso Chambers Private Wealth Management, LLC. Traverso holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Idaho and Texas. Traverso Chambers Private Wealth Management, LLC is a business that has its headquarters in Santa Rosa, CA. It handles $452 million in assets across its 380 accounts, placing it among the larger firms in the nation by assets under management. Of its 380 customer accounts, 50% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number 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 usually are based on which services the firm provides the client. Fees charged by Traverso Chambers Private Wealth Management, LLC most likely are comprised of 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
Marc Traverso Work History
Marc has been registered as a financial advisor for 5 years.*
Traverso Chambers Private Wealth Management, LLC
Wells Fargo Advisors Financial Network LLC
*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 Marc Traverso 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
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