Become An Investment Adviser
Regdee registers you as an investment adviser so you can earn income and participate in private market transactions
The ProblEm & Solution
Private market access remains gated to wealthy
Private market access remains gated to wealthy
Private market access remains gated to wealthy
Historically, only the wealthy have had access to private markets. With the proliferation of private markets and the wealth created in these markets, we believe all investors should have access to such opportunities once educated on the risks.
Regdee unlocks those opportunities
Private market access remains gated to wealthy
Private market access remains gated to wealthy
In 2020, the SEC allowed for individuals to invest in accredited investment opportunities if they pass the Series 65 exam and register as investment advisers - regardless of your income or assets. Regdee puts this entire process on rails.
What Are the Benefits?
Become an investment adviser
By registering, you can practice as an investment adviser. This allows you to generate additional income provided you work within the compliance framework established.
Enhance your financial education
We believe secondary and post-secondary institutions have failed to equip individuals with the necessary financial education succeed in today's economy. It's our long-term mission to fix this.
Unlock private market opportunities
With our process, you will become eligible to invest in opportunities limited to only accredited investors.