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Lindsey Diranian

Regatta Capital Group, LLC

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About Lindsey Diranian

Lindsey Diranian is a financial advisor registered with Regatta Capital Group, LLC, a Registered Investment Advisor headquartered in El Segundo, CA. Lindsey previously worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lindsey has experience in financial planning, pension consulting, portfolio management, and coaching services. Lindsey is able to advise clients on a variety of investment products and services.

Firm Information

Lindsey Diranian is currently registered with Regatta Capital Group, LLC. Regatta Capital Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, as well as coaching services. With over $1 billion in assets under management, Regatta Capital Group serves a variety of clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm's main office is located in El Segundo, California.
Regatta Capital Group, LLC

880 APOLLO ST.

EL SEGUNDO, CA 90245

$1.16B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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coaching services

Coaching services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lindsey Diranian’s Registration & Firm History

CA

11/26/2019 - Present

Regatta Capital Group, LLC (EL SEGUNDO CA)

CA

12/18/2015 - 11/08/2019

WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)

CA

04/21/2015 - 12/21/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 11/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Diranian.
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