Eric Greschner has been Portfolio Manager & Managing Partner of Regatta Research & Money Management since July 1997, is a control person of the firm and directly owns between 50% and 75% of it.
Regatta Research & Money Management L.L.C. is a Metairie, LA firm with $211M under management, 554 clients and 6 advisers across 2 offices, as of its May 2026 filing.
Eric Greschner is Managing Partner and Co-Founder of Regatta Research & Money Management. He is an Investment Advisor Representative and Wealth Manager at the firm. Earlier he worked on Wall Street as an institutional research analyst and market strategist, providing analysis to clients such as institutional pension funds and hedge funds.
- – present · 22 yearsMetairie, LA · Adviser representative · Firm CRD 113181
Professional designations
Listed by Regatta Research & Money Management
- Certified Financial Educator (CFE)
Investment adviser representative registrations
Eric Greschner is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2004.
- LouisianaSince 19 July 2004
- TexasResidentSince 15 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 July 2000 |
| Series 7 | General Securities Representative Examination | 16 June 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 1995 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Eric Arthur Greschner
- CRD
- 2681554
- Firm
- Regatta Research & Money Management · CRD 113181
- Role
- Portfolio Manager & Managing Partner
- Office
- 6620 Riverside Dr, SUITE 207, Metairie, LA 70003
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- regattaresearch.com
Where does Eric Greschner work?
Eric Greschner has been Portfolio Manager & Managing Partner of Regatta Research & Money Management L.L.C. since July 1997, and is a control person of the firm.
Is Eric Greschner a financial advisor?
Yes. Eric Greschner has a current investment-adviser registration in Louisiana and Texas, through Regatta Research & Money Management since July 2004.
How many years of experience does Eric Greschner have?
Eric Greschner has 22 years in the financial industry, since July 2004, across 1 adviser firm.
What exams has Eric Greschner passed?
Eric Greschner has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in December 1995.
Where is Eric Greschner based?
Eric Greschner’s registered office is in Metairie, LA.
Is Eric Greschner registered with FINRA?
No. Eric Greschner has no current broker registration.
How can I verify Eric Greschner’s record?
Search CRD 2681554 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Greschner’s full registration record.