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Renato Estefano
19 Years of Experience
Greenwich, CT
1 DisclosureBroker
Renato Estefano is a registered investment advisor at Jefferies Investment Advisers LLC, based in Greenwich, CT, with 19 years of industry experience. Renato operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B
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Location
Greenwich, CT
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Regulatory History (1)
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Customer Dispute
September 2022Denied
Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLC
July 2012 - Present · 13 yrs 10 mos
Jefferies LLCBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Leucadia Asset Management LLC
July 2012 - August 2023 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - July 2012 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - July 2012 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
December 2006 - July 2007 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.