Rudy J. Blanchard

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

METAIRIE, LA 70003

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CRD#: 2427299

Professional summary

Rudy Jerome Blanchard, CFP® is a registered financial advisor currently at REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. located in Metairie, Louisiana.

Rudy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Rudy has worked at 4 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rudy Jerome Blanchard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

July 6, 2004 - Present

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Office #1: 6620 Riverside Dr, Ste 207 Suite 257, Metairie, LA 70003

RIA

CRD#: 113181

METAIRIE, LA

Past

April 12, 2000 - April 5, 2001

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

March 25, 1996 - December 31, 1997

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

March 17, 1994 - April 4, 1994

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | YOUR FINANCIAL COACHES

CRD#: 113181 / SEC#: 801-60383

RIA

Registered Investment Advisory firm - (7/3/2001 Approved)

Louisiana

Registered Investment Advisory firm - (7/3/2001 Cancelled)

New York

Registered Investment Advisory firm - (4/20/2007 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(7/19/2004)

IAR

Texas
(7/6/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1994

General Securities Representative Examination

Current Firm

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | YOUR FINANCIAL COACHES

CRD#: 113181 / SEC#: 801-60383

RIA

Registered Investment Advisory firm - (7/3/2001 Approved)

Louisiana

Registered Investment Advisory firm - (7/3/2001 Cancelled)

New York

Registered Investment Advisory firm - (4/20/2007 Cancelled)

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Contact information

Main Address

6620 Riverside Drive Suite 207, Metairie, LA 70003

Mailing Address

17425 Jefferson Hwy Ste C, Baton Rouge, LA 70817

Phone number

(504) 831-4636

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 PLAIN ENGLISH (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,399
AUM (Assets Under Management)	$ 188,472,996

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Rudy J. Blanchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rudy Jerome Blanchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

VERAVEST INVESTMENTS, INC.

LOCUST STREET SECURITIES, INC.

EDWARD JONES

Primary Firm SEC Registration

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2016

Series 7

Date: 3/16/1994

Current Firm

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

TRUST BUT VERIFY

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