Neil Renner
Professional summary
Neil Renner, CFP®, ChFC®, CLU®, who also goes by Neil Anthony Renner, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Edison, New Jersey and NYLIFE SECURITIES LLC located in Edison, New Jersey.
Neil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Neil has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Neil Renner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
September 20, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 379 Thornall Street 8th Floor, Edison, NJ 08837March 11, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 379 Thornall Street Fl 8, Edison, NJ 08837April 25, 2022 - November 28, 2023
COMMONWEALTH FINANCIAL NETWORK
April 25, 2022 - November 28, 2023
COMMONWEALTH FINANCIAL NETWORK
May 5, 2021 - April 16, 2022
J.P. MORGAN SECURITIES LLC
May 4, 2021 - April 16, 2022
J.P. MORGAN SECURITIES LLC
April 7, 2020 - April 28, 2021
EQUITABLE ADVISORS, LLC
April 7, 2020 - April 28, 2021
EQUITABLE ADVISORS, LLC
March 25, 2017 - April 8, 2020
MML INVESTORS SERVICES, LLC
March 25, 2017 - April 8, 2020
MML INVESTORS SERVICES, LLC
April 21, 2009 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
January 19, 2009 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
January 4, 2001 - June 24, 2004
CETERA WEALTH SERVICES, LLC
July 10, 1990 - November 12, 1990
JEFFERIES EXECUTION SERVICES, INC.
October 13, 1989 - July 23, 1990
BNY MELLON SECURITIES CORPORATION
June 23, 1987 - July 11, 1989
PERSHING LLC
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/11/2024)
(9/20/2024)
(8/15/2024)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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