Renat Mamashev, financial advisor Brooklyn NY

Renat Mamashev

CRD Number: 7743197
Current Firm: Cyndeo Wealth Partners

Renat Mamashev (CRD# 7743197) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Brooklyn, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cyndeo Wealth Partners St. Petersburg, FL Nov 2023 - Current < 1
Bridge Capital Management, LLC Brooklyn, NY May 2023 - Current 1
Bridge Sports & Entertainment Brooklyn, NY Jan 2020 - Current 4
New York University New York, NY Jan 2018 - Jan 2020 2
Na Na, May 2013 - Jan 2018 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2023
Contact Info for Renat Mamashev
Phone Number: (727) 472-3700
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,997
    MILLIONS
  • Total Number of Accounts
    3,924
    ACCOUNTS
  • Average Account Value
    $508,846
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, IN, LA, MA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, SC, TN, TX, VA

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