Rudy Blanchard has been Portfolio Manager & Managing Partner of Regatta Research & Money Management since January 2000, is a control person of the firm and directly owns between 25% and 50% of it. Rudy Blanchard holds a Bachelor of Science in Business from the University of New Orleans and a Master of Science in Management from Troy State University.
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.
Rudy Blanchard is Managing Partner of Regatta Research & Money Management. He has served as a Portfolio Manager and Market Strategist at Regatta since 1998, and his role includes designing, managing and adjusting investment portfolios for individual and institutional clients. Before joining Regatta, he worked in the securities industry's training sector, instructing professionals nationwide in preparation for FINRA licensing exams.
- – present · 22 yearsMetairie, LA · Adviser representative · Firm CRD 113181
Professional designations
Listed by Regatta Research & Money Management
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- APMA
Investment adviser representative registrations
Rudy Blanchard 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 6 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2016 |
| Series 7 | General Securities Representative Examination | 16 March 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rudy Jerome Blanchard
- CRD
- 2427299
- Firm
- Regatta Research & Money Management · CRD 113181
- Role
- Portfolio Manager & Managing Partner
- Office
- 6620 Riverside Dr, Ste 207, SUITE 257, 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 Rudy Blanchard work?
Rudy Blanchard has been Portfolio Manager & Managing Partner of Regatta Research & Money Management L.L.C. since January 2000, and is a control person of the firm.
Is Rudy Blanchard a financial advisor?
Yes. Rudy Blanchard has a current investment-adviser registration in Louisiana and Texas, through Regatta Research & Money Management since July 2004.
How many years of experience does Rudy Blanchard have?
Rudy Blanchard has 22 years in the financial industry, since July 2004, across 1 adviser firm.
What exams has Rudy Blanchard passed?
Rudy Blanchard has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in March 1994.
Where is Rudy Blanchard based?
Rudy Blanchard’s registered office is in Metairie, LA.
Is Rudy Blanchard registered with FINRA?
No. Rudy Blanchard has no current broker registration.
Is Rudy Blanchard a CFP?
Regatta Research & Money Management lists Rudy Blanchard with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Source: Rudy Blanchard, CFP®, CIMA®, APMA, MSM biography, regattaresearch.com
How can I verify Rudy Blanchard’s record?
Search CRD 2427299 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rudy Blanchard’s full registration record.