Rene J. Neyrey

NEYREY, RENE' J.

CLEARWATER, FL 33759

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CRD#: 1275009

Professional summary

Rene Jerome Neyrey is a registered financial advisor currently at NEYREY, RENE' J. located in Clearwater, Florida.

Rene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Rene has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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)DBA RENEJ. NEYREY & ASSOCIATES, INC./INVESTMENT RELATED/INDEPENDENT INSURANCE AGENT/SALES OF INSURANCE PRODUCTS/OWNER/SINCE 1983/40 HOURS PER MONTH DEVOTED 2) RENE J NEYREY AND ASSOCIATES, INC./CLEARWATER FL 33759/OWNER/SINCE 1984 PENSION PLAN ADMINISTRATION 30 HOURS PER MONTH DEVOTED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rene Jerome Neyrey's 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®

None

Experience

Current

March 12, 2025 - Present

NEYREY, RENE' J.

Office #1: 3000 Gulf To Bay Blvd. Suite 501, Clearwater, FL 33759

RIA

CRD#: 126578

CLEARWATER, FL

Past

October 4, 2011 - August 5, 2013

ALLIED BEACON PARTNERS, INC.

CRD#: 46227

SAFETY HARBOR, FL

Past

January 26, 2010 - March 12, 2010

WORKMAN SECURITIES CORPORATION

RIA

CRD#: 31898

SAFETY HARBOR, FL

Past

August 16, 2004 - September 30, 2011

WORKMAN SECURITIES CORPORATION

CRD#: 31898

SAFETY HARBOR, FL

Past

May 28, 2002 - June 17, 2004

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

March 27, 1986 - June 4, 2002

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

May 15, 1985 - March 17, 1986

ASHFORD CAPITAL CORPORATION

CRD#: 14715

Past

July 26, 1984 - April 12, 1985

EQUITY SERVICES, INC.

CRD#: 265

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

Georgia
(3/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/7/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

Current Firm

NEYREY, RENE' J.

NEYREY, RENE' J. | THE NEYREY FINANCIAL GROUP

CRD#: 126578 / SEC#:

Georgia

Registered Investment Advisory firm - (3/12/2025 Approved)

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Contact information

Main Address

3000 Gulf To Bay Blvd. Suite 501, Clearwater, FL 33759

Mailing Address

Phone number

(727) 791-3060

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 7,446,000

Red Flags

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

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Rene J. Neyrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rene Jerome Neyrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEYREY, RENE' J.

ALLIED BEACON PARTNERS, INC.

WORKMAN SECURITIES CORPORATION

WORKMAN SECURITIES CORPORATION

MAIN STREET MANAGEMENT COMPANY

EQUITY SERVICES, INC.

ASHFORD CAPITAL CORPORATION

EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2009

Series 63

Date: 8/7/1984

Series 7

Date: 7/21/1984

Current Firm

NEYREY, RENE' J.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEYREY, RENE' J.

TRUST BUT VERIFY

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