Josh Renda is a CFP-designated registered investment advisor, based in Sarasota, FL, with 26 years of industry experience. Josh is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Josh works as an Investment Advisory Representative with Apollon Wealth Management since November 2020. This activity takes nearly all of his time.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Apollon Wealth Management, LLC
Previous Registrations
J. Alden Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Olde Discount CorporationBroker
State Registrations5 states
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
More Advisors
- Michael Fuller, CFP, ChFCNorthwestern Mutual Investment Services,llc
- Dean Mackey, CFPEdward Jones
- Jared Motzenbecker, CFPLPL Financial LLC
- Austin Pickle, CFASeia
- Peter Abbott, CFPEdward Jones
- Brenton Campbell, CFPEdward Jones