Rodney P. Prezeau
Professional summary
Rodney Philip Prezeau, who also goes by Rodney P. Prezeau, Rodney Prezeau, is a registered financial advisor currently at BELGRAVE SQUARE ADVISORS located in San Mateo, California.
Rodney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Rodney has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rodney Philip Prezeau's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2018 - Present
BELGRAVE SQUARE ADVISORS
February 10, 2005 - March 19, 2015
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/13/2018)
Exams
Current Firm
BELGRAVE SQUARE ADVISORS
CRD#: 299105 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 27,875,839 |
Red Flags
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