Robert A. Bagarotti

GRANADA CAPITAL MANAGEMENT

GRANADA HILLS, CA

Some features on this profile are disabled

CRD#: 4881559

Professional summary

Robert Alexander Bagarotti is a registered financial advisor currently at GRANADA CAPITAL MANAGEMENT, LLC located in Granada Hills, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 1 firm and has passed the Series 65 exam.

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.

YES. JONS MARKETPLACE THE BUSINESS IS NOT INVESTMENT RELATED SUPERMARKET POSITION - CONTROLLER START DATE IS JANUARY 2022 HOURS PER WEEK IS 40 RESPONSIBLE FOR FINANCE AND ACCOUNTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Bagarotti's 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®

None

Experience

Current

April 14, 2005 - Present

GRANADA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 133375

GRANADA HILLS, CA

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

California
(4/14/2005)

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: 12/29/2004

Uniform Investment Adviser Law Examination

Current Firm

GRANADA CAPITAL MANAGEMENT, LLC

CRD#: 133375 / SEC#:

California

Registered Investment Advisory firm - (4/14/2005 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Granada Hills, CA

Mailing Address

11856 Balboa Blvd. Suite 703, Granada Hills, CA 91344-2753

Phone number

(818) 406-3203

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 1,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert A. Bagarotti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Bagarotti's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANADA CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2004

Current Firm

GRANADA CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRANADA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors