Helen Berenyi, financial advisor Mount Pleasant SC

Helen Berenyi

CRD Number: 2747518
Current Firm: Red Triangle, LLC

Helen Berenyi (CRD# 2747518) is an Investment Advisor Representative working at Red Triangle, LLC in Mount Pleasant, SC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Infinite Asset Management Alpharetta, GA Mar 2016 - Current 8
Red Triangle, Llc D/b/a "alphavest" Charleston, SC Aug 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Helen C. Berenyi
Phone Number: 843-573-7277
Firm Website: http://alphavest.com
Registered State(s):
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $71,023
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

SC

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