Prospera Financial Services
47yrs
Top advisor by experience in Metairie
31yrs
Eric Greschner
Full name on record: Eric Arthur Greschner
Financial advisor at Regatta Research & Money Management
Eric Greschner is a fiduciary financial advisor in Metairie, Louisiana, with 31 years in the industry. Eric joined Regatta Research & Money Management in 2004, a firm offering financial planning, investment management, and retirement plan consulting. Regatta Research & Money Management reports being paid through a percentage of assets.
One of 360 advisors with offices in Metairie, and one of 306 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top advisor by experience at Regatta Research & Money Management
Office6620 Riverside Dr Suite 207, Metairie, LA 70003
How the firm is paid ?Percent of assets
Typical client at the firm ?$381,932
Advisors at the firm6
States licensed ?3 states
Services through Regatta Research & Money Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowRegatta Research & Money Management L.L.C.Current firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Regatta Research & Money Management at (504) 831-4636 and ask for Eric Greschner. Eric works from the Metairie, LA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1995, about 31 years. Top advisor by experience at Regatta Research & Money Management.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Regatta Research & Money Management reports being paid by a percentage of the assets they manage. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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