Sheila
Rabaut
Bakeravenue
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About this Advisor
Sheila Rabaut is a certified financial planner operating out of San Francisco, California with 5 years of relevant experience. Rabaut is currently employed by Bakeravenue. Throughout their career, Rabaut has worked at Sheila Rabaut, Consultant/Contractor To Rabaut Family Foundation, Waypoint Wealth Partners, Roi Dna and Baker Avenue Asset Management Lp. Rabaut maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California. Bakeravenue is a financial advisory business operating out of San Francisco, CA. The investment advisory business has offices in 11 locations and a total of 39 employees. It controls $2 billion in assets under management across its 2,211 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 2,211 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets. Bakeravenue has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Bakeravenue likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bakeravenue Brokerage Details
$1,900,110,402
39
2,211
$859,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sheila Rabaut Work History
Sheila has been registered as a financial advisor for 5 years.*
Baker Avenue Asset Management Lp
Sheila Rabaut, Consultant/Contractor To Rabaut Family Foundation
Waypoint Wealth Partners
Roi Dna
*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 Sheila Rabaut 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 Bakeravenue
San Diego, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
