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GN

Grant C. Nabell

REGATTA CAPITAL GROUP
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 7437868
GN

Professional summary

Grant Christian Nabell is a registered financial advisor currently at REGATTA CAPITAL GROUP, LLC located in El Segundo, California.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Grant has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Grant Christian Nabell'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®
None

Experience

Current

July 14, 2023 - Present

REGATTA CAPITAL GROUP, LLC

Office #1: 880 Apollo St. Suite 129, El Segundo, CA 90245
RIA
CRD#: 145363
El Segundo, CA

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".
RC
REGATTA CAPITAL GROUP, LLC
REGATTA CAPITAL GROUP, LLC | REGATTA VENTURES MANAGEMENT

CRD#: 145363 / SEC#: 801-68490

RIA
Registered Investment Advisory firm - (11/13/2007 Approved)

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
(7/14/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/2023
Uniform Investment Adviser Law Examination

Current Firm

RC
REGATTA CAPITAL GROUP, LLC
REGATTA CAPITAL GROUP, LLC | REGATTA VENTURES MANAGEMENT

CRD#: 145363 / SEC#: 801-68490

RIA
Registered Investment Advisory firm - (11/13/2007 Approved)
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Contact information

Main Address
880 Apollo St. Suite 129, El Segundo, CA 90245
Mailing Address
Phone number
(310) 725-9102
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REGATTA CAPITAL GROUP, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (3/21/2025)

Regulatory assets under management

Total Number of Accounts3,571
AUM (Assets Under Management)$ 1,368,559,741

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/01/2024
Cover Page
Report
11/22/2023
Cover Page
Report
04/24/2023
Cover Page
Report

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

REGATTA CAPITAL GROUP, LLC

CRD#: 145363El Segundo, CA 90245

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