JC
JC

Janice Chiarenza

30 Years of Experience
Nesconset, NY

Janice Chiarenza is a registered investment advisor at Kanen Wealth Management LLC, based in Nesconset, NY, with 30 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 251 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
251 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$340.9M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M2.00%
$2.5M - $5.0M1.50%
$5.0M - $7.0M1.00%
$7M+1.00%

Fees negotiable for accounts over $7,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Nesconset, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kanen Wealth Management LLC
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
May 2015 - February 2025 · 9 yrs 9 mos
Morgan StanleyBroker
February 2015 - February 2025 · 10 yrs
Aegis Capital CORP.Broker
December 2012 - January 2015 · 2 yrs 1 mo
Wfg Investments, INC.Broker
April 2011 - November 2012 · 1 yr 7 mos
First Midwest Securities, INC.Broker
January 2009 - March 2011 · 2 yrs 2 mos
Pointe Capital, INC.Broker
September 2005 - January 2009 · 3 yrs 4 mos
Sterling Financial Investment Group, INC.Broker
April 2004 - September 2005 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
September 1999 - May 2004 · 4 yrs 8 mos
David Lerner Associates, INC.Broker
May 1995 - August 1999 · 4 yrs 3 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Janice Chiarenza - Financial Advisor | TrueAdvisor