Andrew
Pool
Regatta Research & Money Management L.L.C
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About this Advisor
Andrew Pool is a financial advisor operating in Metairie, Louisiana who has 19 years of relevant experience. Pool currently works for Regatta Research & Money Management L.L.C. They have spent their complete career at Regatta Research & Money Management L.l.c. Pool holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Louisiana. Regatta Research & Money Management L.L.C is a business that has its headquarters in Metairie, LA. The company has offices in two locations and a total of six advisors. It controls $153 million in assets under management between its 1,413 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,413 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets. Regatta Research & Money Management L.L.C has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely depend on which services are provided. However, fee types charged by Regatta Research & Money Management L.L.C typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regatta Research & Money Management L.L.C Brokerage Details
$153,300,097
6
1,413
$108,493
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
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Pool Work History
Andrew has been registered as a financial advisor for 19 years.*
Regatta Research & Money Management, 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 Andrew Pool 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 Research & Money Management L.L.C
Baton Rouge, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
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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