Matthew Renov (CRD# 6548001) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bleakley Financial Group, LLC | Fairfield, NJ | Jun 2022 - Current | 1 |
| Private Advisor Group, LLC | Morristown, NJ | Sep 2017 - Jun 2022 | 4 |
| Summit Financial Resources, Inc. | Parsippany, NJ | Jun 2016 - Nov 2017 | 1 |
| Summit Equities, Inc. | Parsippany, NJ | Jun 2016 - Nov 2017 | 1 |
| Summit Equities, Inc. | Parsippany, NJ | Mar 2016 - May 2016 | < 1 |
| Summit Equities, Inc. | Parsippany, NJ | Aug 2015 - Mar 2016 | < 1 |
| None | Jersey City, NJ | Mar 2015 - Aug 2015 | < 1 |
| Mcquilling Partners, Inc. | Garden City, NY | Jul 2014 - Feb 2015 | < 1 |
| Bamboo Global Industries | New York, NY | Apr 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- NJ
- NY
- PA
- TX
- VA
-
Total Assets Under Management9,176MILLIONS
-
Total Number of Accounts22,440ACCOUNTS
-
Average Account Value$408,915
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.