Renee Pepia (CRD# 5489410) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Manasquan, NJ and has over 14 years of experience in the finance industry. Renee Pepia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Manasquan, NJ | Aug 2021 - Current | 2 |
| The Private Client Advisory Group LLC | Manasquan, NJ | Jun 2021 - Current | 2 |
| Unemployed | Freehold, NJ | Jul 2019 - Jun 2021 | 1 |
| The Private Client Advisory Group LLC | Manasquan, NJ | Feb 2018 - Jul 2019 | 1 |
| Lpl Financial LLC | Red Bank, NJ | Feb 2018 - Jul 2019 | 1 |
| Invest Financial Corporation | Tampa, FL | May 2017 - Feb 2018 | < 1 |
| Unemployed | Staten Island, NY | Jul 2015 - May 2017 | 1 |
| Vanderbilt Securities, LLC | Woodbury, NY | Jan 2015 - Jun 2015 | < 1 |
| Vanderbilt Advisory Services | Woodbury, NY | Jan 2015 - Jun 2015 | < 1 |
| Vanderbilt Securities, LLC | Woodbury, NY | Dec 2014 - Jan 2015 | < 1 |
| Morgan Stanley | New York, NY | Apr 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- NJ
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$269,677
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, NJ, NY, PA, VA
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