Chloe Lee Barnett
Investment adviser representative at Regatta Capital Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Chloe Lee Barnett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Regatta Capital Group, LLCNov 2021 to now
- Fidelity InvestmentsDec 2019 to Oct 2021
- Freeman Mathis and Gary LLPJan 2019 to Dec 2019
- RedfinFeb 2018 to Dec 2019
- UnemployedOct 2017 to Feb 2018
- Luther Burbank SavingsJul 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Regatta Capital Group, LLC
$1.6BAssets managed
1,165Clients
14Advisers
18 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
- 7209364
- Firm CRD
- 145363