Andrew Valentine Pool
Investment adviser representative at Regatta Research & Money Management L.L.C.
24 yearsExperience
1 stateRegistered in
$211.5MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Regatta Research & Money Management L.L.C.Nov 2002 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (LA).
Regatta Research & Money Management L.L.C.
$211.5MAssets managed
554Clients
6Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4340564
- Firm CRD
- 113181