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Romy Slatt Pavolotsky

Bailard, Inc.

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About Romy Slatt Pavolotsky

Romy Slatt Pavolotsky is a Certified Financial Planner with over 24 years of experience in the financial services industry. Romy is currently registered with Bailard, Inc. Romy has been with Bailard, Inc. since February 1997. Prior to that, Romy was employed by BAILARD FUND SERVICES, INC. in Foster City, CA from April 1998 to June 2018. Romy is currently licensed to provide investment advisory services in California and New Hampshire.

Firm Information

Romy Pavolotsky is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Romy Pavolotsky’s Registration & Firm History

CA

08/26/2021 - Present

Bailard, Inc. (FOSTER CITY CA)

CA

04/16/1998 - 06/26/2018

BAILARD FUND SERVICES, INC. (FOSTER CITY CA)

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Licenses & Designations

BOTH

Issued 10/20/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Romy Slatt Pavolotsky.
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