Renee L. Cuchetti
Professional summary
Renee Lynn Cuchetti, who also goes by Renee Lynn Bornschein, is a registered financial advisor currently at DISCIPLINE WEALTH SOLUTIONS, INC. located in Birmingham, Alabama.
Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Renee has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Renee Lynn Cuchetti's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2024 - Present
DISCIPLINE WEALTH SOLUTIONS, INC.
July 7, 2016 - October 24, 2024
CPR INVESTMENTS INC
November 2, 2012 - July 5, 2016
NEXT FINANCIAL GROUP, INC.
November 2, 2012 - July 5, 2016
NEXT FINANCIAL GROUP, INC.
December 22, 2010 - November 6, 2012
CENTAURUS FINANCIAL, INC.
July 31, 2001 - November 6, 2012
CENTAURUS FINANCIAL, INC.
April 18, 1991 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
April 18, 1991 - August 6, 2001
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
DISCIPLINE WEALTH SOLUTIONS, INC.
CRD#: 315846 / SEC#: 801-122049
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2024)
Exams
Current Firm
DISCIPLINE WEALTH SOLUTIONS, INC.
CRD#: 315846 / SEC#: 801-122049
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,750 |
| AUM (Assets Under Management) | $ 316,318,696 |
Red Flags
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