Renee Moro, financial advisor Harrisburg PA
93 score

Renee Moro

CRD Number: 3185941
Current Firm: Grandview Asset Management LLC

Renee Moro (CRD# 3185941) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has over 19 years of experience in the finance industry.

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Red Wave Investments
Company Name Location Dates Years
Grandview Asset Management LLC Harrisburg, PA Nov 2015 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Nov 2015 - Current 2
Wells Fargo Advisors, LLC Reading, PA Mar 2014 - Nov 2015 1
Wells Fargo Home Mortgage Harrisburg, PA Oct 2013 - Mar 2014 < 1
Remax Of Hershey Hershey, PA Jan 2013 - Oct 2013 < 1
Meridian Mortgage Harrisburg, PA Oct 2012 - Jan 2013 < 1
Unemployed Palmyra, PA Jan 2012 - Oct 2012 < 1
Fulton Bank Lancaster, PA Jan 2001 - Jan 2012 11
Fulton Financial Group Palmyra, PA Jan 2001 - Nov 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
S63 Uniform Securities State Law Examination Mar 1999
Contact Info for Renee J. Moro
Phone Number: 717-541-1000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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