John Triantafelow, financial advisor Bethlehem PA

John Triantafelow

CRD Number: 2185928
Current Firm: Renaissance Wealth Management, LLC

John Triantafelow (CRD# 2185928) is an Investment Advisor Representative working at Renaissance Wealth Management, LLC in Bethlehem, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Macungie, PA Nov 2023 - Current < 1
Renaissance Wealth Management, LLC Bethlehem, PA Mar 2016 - Current 8
Renaissance Wealth Management, LLC Bethlehem, PA Jan 2007 - Current 17
Fsc Securities Corporation Bethlehem, PA Apr 1997 - Nov 2023 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for John R. Triantafelow
Phone Number: 610-865-0512
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $149,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, PA

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