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David Thomas Renko

David T. Renko

CETERA INVESTMENT ADVISERS LLC | Regional Director, Business Development
SCHAUMBURG, IL 60173-2096
Some features on this profile are disabled
CRD#: 1833705
David Thomas Renko

Professional summary

David Thomas Renko, who also goes by Dave Renko, David T Renko, David Thomas Renko, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Schaumburg, Illinois and CETERA WEALTH SERVICES, LLC located in Schaumburg, Illinois.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. David has worked at 15 firms and has passed the Series 66, Series 65, Series 63, Series 31, SIE, Series 7, Series 10, Series 9 and Series 8 exams.

Biography

Dave brings the know-how and experience helping Tax and Financial Professionals succeed in offering wealth management solutions to their firms and clients. After building a successful advisory business, he made the transition to leadership in various roles including regional business development, branch management and as a private banker. Dave spent six years in the US Navy, and holds his Series 7, 8, 9, 10, 31, 63, 65, 66 and SIE securities licenses.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dave Renko | David T Renko | David Thomas Renko

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. NAME OF OTHER BUSINESS: EQUITY TRUST CO CUSTODIAN FBO DAVID T RENKO INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: SINGLE FAMILY RENTAL PROPERTIES START DATE: 3/22/2022 POSITION/TITLE/RELATIONSHIP: 100% OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: OWNERSHIP RELATED PAPERWORK 2) LEAD INVESTMENT PARTNERS POSITION: Part Owner NATURE: Real Estate Investments and rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2020 ADDRESS: 96 Catawba St, Apt 306m, Belmont NC 28012, United States DESCRIPTION: I am part owner with my wife, no employees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Thomas Renko'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®
None

Experience

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
RIA
CRD#: 105644
SCHAUMBURG, IL
Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173
BD
CRD#: 13572
Schaumburg, IL
Current

September 10, 2025 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173
BD
CRD#: 10358
Schaumburg, IL
Past

April 25, 2023 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Belmont, NC
Past

April 25, 2023 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

March 25, 2022 - April 26, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
FORT MILL, SC
Past

March 24, 2022 - April 26, 2023

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

March 24, 2022 - April 26, 2023

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

March 24, 2022 - April 26, 2023

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

March 24, 2022 - April 26, 2023

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

April 26, 2017 - May 20, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
THE WOODLANDS, TX
Past

April 19, 2017 - May 20, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
THE WOODLANDS, TX
Past

June 19, 2014 - April 18, 2017

MORGAN STANLEY

RIA
CRD#: 149777
DURHAM, NC
Past

August 14, 2013 - April 18, 2017

MORGAN STANLEY

BD
CRD#: 149777
DURHAM, NC
Past

April 19, 2012 - July 18, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 1, 2009 - October 1, 2009

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

June 1, 2009 - October 1, 2009

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

December 6, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ATLANTA, GA
Past

December 4, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ATLANTA, GA
Past

May 24, 2006 - October 6, 2006

ZACKS INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 110897
CHICAGO, IL
Past

November 8, 2000 - September 16, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHARLOTTE, NC
Past

August 27, 1993 - September 16, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 6, 1992 - August 30, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

November 24, 1990 - April 3, 1991

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

September 20, 1988 - December 3, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(9/5/2025)
IAR
North Carolina
(9/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2014
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/5/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/26/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 8/1/2019
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/5/2015
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/27/2014
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/28/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 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

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report
11/18/2022
Cover Page
Report

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

CETERA INVESTMENT ADVISERS LLC

Regional Director, Business DevelopmentCRD#: 105644Schaumburg, IL 60173-2096

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Contact information

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