Renee Amochaev, financial advisor Santa Rosa CA

Renee Amochaev

CRD Number: 3253371
Current Firm: Portsmouth Financial Services, Inc.

Renee Amochaev (CRD# 3253371) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Santa Rosa, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Smartlife Financial Group, LLC Vero Beach, FL Aug 2020 - Current 2
Portsmouth Financial Santa Rosa, CA Sep 2013 - Current 8
Wells Fargo Advisors LLC Santa Rosa, CA May 2009 - Sep 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Renee E. Amochaev
Phone Number: 415-543-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $271,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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