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RB

Rachela D. Black

LONGHOUSE WEALTH MANAGEMENT
Torrance, CA
Some features on this profile are disabled
CRD#: 7027492
RB

Professional summary

Rachela Debra Black, who also goes by Debi Black, Rachela Debra Ferraro, is a registered financial advisor currently at LONGHOUSE WEALTH MANAGEMENT located in Torrance, California.

Rachela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Rachela has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Debi Black | Rachela Debra Ferraro

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 Rachela Debra Black'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

October 2, 2018 - Present

LONGHOUSE WEALTH MANAGEMENT

RIA
CRD#: 298119
Torrance, 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
(10/2/2018)

Exams

Current Firm

LW
LONGHOUSE WEALTH MANAGEMENT
LONGHOUSE INVESTMENTS LLC | LONGHOUSE WEALTH MANAGEMENT

CRD#: 298119 / SEC#:

California
Registered Investment Advisory firm - (8/21/2018 Approved)
Texas
Registered Investment Advisory firm - (9/18/2018 Conditional Restricted)
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Contact information

Main Address
187 Calle Magdalena Suite 103, Encinitas, CA 92024
Mailing Address
Phone number
(760) 642-1100
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts49
AUM (Assets Under Management)$ 7,056,103

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.

Company Information

LONGHOUSE WEALTH MANAGEMENT

CRD#: 298119Torrance, CA

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