Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
464 clients
Average Client Portfolio
$406K average
Assets Under Management
$188.5M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

2121 N. Causeway Blvd, Ste. 257, Metairie, LA, 70002

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Claudia owns Claudia M Hayden, Inc., an inactive corporation originally formed to sell wholesale furniture and home accessories and act as an interior decorator.

Employment History
Current Registrations
Regatta Research & Money Management L.L.C.
July 2004 - Present · 21 yrs 7 mos
Previous Registrations
AXA Advisors, LLC
August 2002 - January 2003 · 5 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.