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Rene Annise Nourse

Rene A. Nourse

URBAN WEALTH MANAGEMENT OR UWM
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 1006530
Rene Annise Nourse

Professional summary

Rene Annise Nourse, CFP®, who also goes by Rene Annise Stanley, Rene Annise Stanleystanton, is a registered financial advisor currently at URBAN WEALTH MANAGEMENT OR UWM located in El Segundo, California.

Rene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Rene has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rene Annise Stanley | Rene Annise Stanleystanton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) UWM Insurance Services, LLC. Non-Investment Related. 841 Apollo Street, Suite 320, El Segundo, CA 90245. Insurance Services. Managing Director. 10/2017. 20 Hrs/Mo; 0 During Trading Hours. Offer, Evaluate and Place Fixed Insurance only Products with Clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rene Annise Nourse's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2003

Experience

Current

May 15, 2017 - Present

URBAN WEALTH MANAGEMENT OR UWM

Office #1: 841 Apollo Street Ste 320, El Segundo, CA 90245
RIA
CRD#: 285633
El Segundo, CA
Past

November 16, 2018 - December 31, 2022

TRUTORO

BD
CRD#: 169291
El Segundo, CA
Past

June 18, 2012 - June 30, 2017

CONCERT WEALTH MANAGEMENT

RIA
CRD#: 141253
EL SEGUNDO, CA
Past

June 15, 2012 - September 28, 2018

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
EL SEGUNDO, CA
Past

June 1, 2009 - July 13, 2012

MORGAN STANLEY

RIA
CRD#: 149777
TORRANCE, CA
Past

June 1, 2009 - July 13, 2012

MORGAN STANLEY

BD
CRD#: 149777
TORRANCE, CA
Past

September 19, 2000 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
TORRANCE, CA
Past

September 8, 2000 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
TORRANCE, CA
Past

May 3, 1993 - September 12, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 7, 1985 - May 6, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 4, 1985 - August 29, 1985

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

June 5, 1982 - January 15, 1985

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
Past

September 15, 1981 - October 21, 1983

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
URBAN WEALTH MANAGEMENT OR UWM
URBAN WEALTH MANAGEMENT | URBAN WEALTH MANAGEMENT OR UWM | URBAN WEALTH MANAGEMENT LLC | URBAN WEALTH MANAGEMENT GROUP LLC

CRD#: 285633 / SEC#: 801-108701

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(12/6/2021)
IAR
California
(5/15/2017)
IAR
Louisiana
(4/5/2018)
IAR
Nevada
(4/3/2023)
IAR
Oregon
(2/17/2022)
IAR
Texas
(4/5/2018)
IAR
Washington
(10/29/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/24/1991
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 6/15/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/12/1981
Investment Company Products/Variable Contracts Representative Examination

Current Firm

UW
URBAN WEALTH MANAGEMENT OR UWM
URBAN WEALTH MANAGEMENT | URBAN WEALTH MANAGEMENT OR UWM | URBAN WEALTH MANAGEMENT LLC | URBAN WEALTH MANAGEMENT GROUP LLC

CRD#: 285633 / SEC#: 801-108701

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information

Main Address
841 Apollo Street Ste 320, El Segundo, CA 90245
Mailing Address
Phone number
(424) 277-2260
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

UWM - FORM ADV PART 2A & 2B FINAL (11/6/2025)

Regulatory assets under management

Total Number of Accounts797
AUM (Assets Under Management)$ 202,076,994

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

URBAN WEALTH MANAGEMENT OR UWM

CRD#: 285633El Segundo, CA 90245

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