Gary B. Rennie

RENNIE & ASSOCIATES

Irvine, CA

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CRD#: 2150043

Professional summary

Gary Bruce Rennie, CFP®, who also goes by Gary Rennie, is a registered financial advisor currently at RENNIE & ASSOCIATES located in Irvine, California.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Gary has worked at 2 firms and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Rennie

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Bruce Rennie'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®

CFP^®

Certified Financial Planner

Experience

Current

June 23, 2017 - Present

RENNIE & ASSOCIATES

RIA

CRD#: 288710

Irvine, CA

Past

June 6, 2008 - July 26, 2017

RENNIE & ASSOCIATES

RIA

CRD#: 111696

IRVINE, CA

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

California
(6/23/2017)

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

General Industry/Product Exam

Series 3

Date: 8/29/1991

National Commodity Futures Examination

Current Firm

RENNIE & ASSOCIATES

CRD#: 288710 / SEC#:

California

Registered Investment Advisory firm - (6/23/2017 Approved)

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Contact information

Main Address

Irvine, CA

Mailing Address

Phone number

(949) 679-4775

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Gary B. Rennie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Bruce Rennie's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENNIE & ASSOCIATES

RENNIE & ASSOCIATES

State Registrations and Notice Filings

Exams

Series 3

Date: 8/29/1991

Current Firm

RENNIE & ASSOCIATES

Contact information

Documents

Red Flags

Company Information

RENNIE & ASSOCIATES

TRUST BUT VERIFY

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