Renee MendelssohnCRD Number: 4972423
Current Firm: Waldron Private Wealth
Renee Mendelssohn (CRD# 4972423) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.
Cetera Investment Advisers LLC
Avantax Advisory Services
Robert W. Baird & Company Incorporated
|Waldron Private Wealth||Plymouth, MI||May 2021 - Current||2|
|Merrill Lynch||Farmington Hills, MI||Mar 2021 - May 2021||< 1|
|Unemployed||Flat Rock, MI||Sep 2020 - Mar 2021||< 1|
|Comerica Bank||Dearborn, MI||Sep 2010 - Sep 2020||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2022|
Total Assets Under Management3,569MILLIONS
Total Number of Accounts2,699ACCOUNTS
Average Account Value$1,322,522
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, TX, VA, WV
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