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.
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.
Work with Regdee and our test prep partners to schedule, study for, and pass the exam to become a Series 65 license holder.
We collect your information from you so you can join our investment adviser or start your own advisory firm to become an accredited investor.
Once your registration is effective, you are free to earn income as an investment adviser selling our model portfolio. You are also free to invest in private market investments.
Regdee is not a law firm, investment advisory firm, or CPA firm. Regdee does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities or legal counsel if applicable.