Olina
Cavedoni
Regency Capital Management Inc
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About this Advisor
Olina Cavedoni is a financial advisor based out of Seattle, Washington who has 1 year of relevant experience. Cavedoni is currently employed by Regency Capital Management Inc. Throughout their career, they have worked at Pruco Securities, LLC, Banana Republic, Willamette University, Cadinha & Co., LLC and Regency Capital Management Inc. Cavedoni has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Hawaii and Washington. Regency Capital Management Inc is a financial advisory business based in Honolulu, HI. It has just five financial advisors. It administers $247 million in total assets among its 243 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 243 client accounts, 52% are held by high-net-worth investors who have greater than $1 million in investable assets. Regency Capital Management Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Regency Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regency Capital Management Inc Brokerage Details
$246,814,795
5
243
$1,015,699
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
Olina Cavedoni Work History
Olina has been registered as a financial advisor for 1 years.*
Regency Capital Management Inc
Cadinha & Co., LLC
Pruco Securities, LLC
Banana Republic
Willamette University
Willamette University
*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 Olina Cavedoni 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 Regency Capital Management Inc
Seattle, WA
Honolulu, HI
Bainbridge Island, WA
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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