RA
RA

Renee Eva Amochaev

26 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,579 clients
Average Client Portfolio
$101K average
Assets Under Management
$259.8M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$1,000
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Location

61 Maple Avenue, Canton, CT, 06019

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History

Regulatory History (1)
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Customer Dispute
July 2023
Settled
Other Business Activities

Renee owns rental properties through a family trust and Arcata Income Properties, LLC. She is also involved with the Bridge Rail Foundation and the YWCA Sonoma County as a board member and finance committee member, dedicating minimal time to these volunteer activities.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Portsmouth Financial Services, INC.
September 2013 - December 2022 · 9 yrs 3 mos
Portsmouth Financial ServicesBroker
September 2013 - December 2022 · 9 yrs 3 mos
Wells Fargo Advisors, LLC
July 2004 - September 2013 · 9 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2004 - September 2013 · 9 yrs 2 mos
Citigroup Global Markets INC.
April 2000 - August 2004 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
March 2000 - August 2004 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - March 2000 · 7 mos
State Registrations8 states
AZCADCFLHINMORUT
Advisor
Exams
No exam information available for this advisor.