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Andre Renzo

21 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
1,733 clients
Average Client Portfolio
$826K average
Assets Under Management
$1.4B

Fee Structure

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Location

1345 Avenue of the Americas, 27th Floor, New York, NY, 10105

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History

Regulatory History (1)
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Customer Dispute
August 2009
Settled
Other Business Activities

Andre is a member of MSA Unlimited LLC, a real estate holding company, performing clerical duties with minimal time commitment. He also works as an advisor for Larchmont Wealth Management, marketing wealth management and advisory services, dedicating about a quarter of his time.

Employment History
Current Registrations
Aegis Capital CORP.
May 2019 - Present · 6 yrs 9 mos
Aegis Capital CORP.
December 2014 - Present · 11 yrs 2 mos
Aegis Capital CORP.Broker
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
First Midwest Securities, INC.Broker
March 2011 - December 2014 · 3 yrs 9 mos
Ing Financial Partners, INC.Broker
July 2008 - March 2011 · 2 yrs 8 mos
Garden State Securities, INC.Broker
January 2005 - July 2008 · 3 yrs 6 mos
Oppenheimer & CO. INC.Broker
July 2004 - January 2005 · 6 mos
State Registrations28 states
AZCACOCTFLGAIAINKSMAMDMIMNMOMSNCNDNENHNJNYORPARISCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andre Renzo - Financial Advisor | TrueAdvisor