Richard Rebello has been an investment adviser representative at Southland Equity Partners since November 2014, and is not listed among the firm’s executive officers or direct owners.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
Richard Rebello’s longest registration was 17 years at FSC Securities Corporation (2006–2023). Before joining Southland Equity Partners in 2014, Richard Rebello was registered through Strategic Wealth Advisors Group and FSC Securities Corporation.
- Osaic Wealth, Inc.Also current– present · 2 yearsWindsor, CA · Adviser representative · Firm CRD 23131
- – present · 11 yearsWindsor, CA · Adviser representative · Firm CRD 154481
- Strategic Wealth Advisors Group– · 2 yearsSanta Rosa, CA · Adviser representative · Firm CRD 140977
- FSC Securities Corporation– · 17 yearsWindsor, CA · Adviser representative · Firm CRD 7461
- Merrill Lynch Pierce Fenner & Smith Inc.– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Richard Rebello is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from November 2014; the most recent is Texas, in December 2025.
- CaliforniaSince 13 November 2014
- MissouriSince 3 November 2023
- OregonSince 3 November 2023
- TexasResidentSince 10 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 September 2001 |
| Series 7 | General Securities Representative Examination | 5 September 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Stanley Rebello
- CRD
- 4435641
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 165 JOHNSON STREET, Windsor, CA 95492
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Richard Rebello work?
Richard Rebello is an investment adviser representative registered through Southland Equity Partners, LLC. since November 2014, and is not listed among the firm’s executive officers or direct owners.
Is Richard Rebello a financial advisor?
Yes. Richard Rebello has a current investment-adviser registration in California, Missouri, Oregon and Texas, through Southland Equity Partners since November 2014.
How many years of experience does Richard Rebello have?
Richard Rebello has 25 years in the financial industry, since September 2001, across 5 adviser firms.
What exams has Richard Rebello passed?
Richard Rebello has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2001. FINRA credited Richard Rebello with the SIE, which began in October 2018.
Where did Richard Rebello work before Southland Equity Partners?
Before Southland Equity Partners, Richard Rebello was registered through Strategic Wealth Advisors Group, November 2006 to April 2009; Merrill Lynch Pierce Fenner & Smith Inc., November 2001 to September 2006.
Where is Richard Rebello based?
Richard Rebello’s registered office is in Windsor, CA.
Is Richard Rebello registered with FINRA?
Yes. Richard Rebello has a current broker registration, under CRD 4435641.
Source: FINRA BrokerCheck
How can I verify Richard Rebello’s record?
Search CRD 4435641 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard Rebello’s full registration record.