CR
CR
Cynthia Renzi
18 Years of Experience
Spring Hill, FL
Broker
Cynthia Renzi is a registered investment advisor at Raymond James & Associates, INC., based in Spring Hill, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Spring Hill, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2018 - January 2024 · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2018 - January 2024 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLC
December 2017 - June 2018 · 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2017 - June 2018 · 1 yr 5 mos
Scottrade, INC.Broker
March 2007 - September 2016 · 9 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.