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Beau Geste D'Silva

Investment Adviser Representative at RETIREMENT WELLNESS GROUP

PASADENA, CACRD #6199152Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/25/2016
Series 65
Uniform Investment Adviser Law Examination
Passed 1/25/2016
SIE
Securities Industry Essentials Examination
Passed 5/31/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/26/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
0 to 500,0000.75%
500,001 to 1,000,0000.60%
1,000,001 to 5,000,0000.55%
More than 5,000,0000.50%
Source

RETIREMENT WELLNESS GROUP Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRANSAMERICA INVESTORS SECURITIES CORPORATION
7/27/20139/28/2015LOS ANGELES, CA
M HOLDINGS SECURITIES, INC.
10/14/20155/31/2018TORRANCE, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beau Geste D'Silva has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Beau Geste D'Silva - Financial Advisor in PASADENA, CA | AdvisorFinder