John R. Triantafelow

RENAISSANCE WEALTH MANAGEMENT

Bethlehem, PA 18017-2466

Some features on this profile are disabled

CRD#: 2185928

Professional summary

John Robert Triantafelow, who also goes by John Robert Triatafelow, is a registered financial advisor currently at RENAISSANCE WEALTH MANAGEMENT, LLC located in Bethlehem, Pennsylvania and OSAIC WEALTH, INC. located in Macungie, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Robert Triatafelow

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 John Robert Triantafelow'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 18, 2016 - Present

RENAISSANCE WEALTH MANAGEMENT, LLC

Office #1: 4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466Office #2: 128 E. Main Street, Macungie, PA 18062

RIA

CRD#: 174693

Bethlehem, PA

Current

November 3, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 128 E Main St, Macungie, PA 18062Office #2: 4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466

RIA

CRD#: 23131

Macungie, PA

Past

April 23, 2012 - April 17, 2014

MARYLAND FINANCIAL GROUP, INC.

RIA

CRD#: 122320

ROCKVILLE, MD

Past

June 17, 2010 - June 24, 2010

LPL FINANCIAL LLC

CRD#: 6413

BETHLEHEM, PA

Past

September 26, 2008 - April 1, 2009

STRATEGIC WEALTH ADVISORS GROUP

RIA

CRD#: 140977

BETHLEHEM, PA

Past

June 23, 2003 - March 12, 2021

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BETHLEHEM, PA

Past

April 18, 1997 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

BETHLEHEM, PA

Past

October 22, 1991 - April 21, 1997

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

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.

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

Florida
(11/3/2023)

Illinois
(11/27/2023)

Maryland
(10/17/2024)

Michigan
(11/3/2023)

New Hampshire
(11/3/2023)

New Jersey
(11/3/2023)

IAR

North Carolina
(4/27/2021)

North Carolina
(11/3/2023)

IAR

Pennsylvania
(3/18/2016)

Pennsylvania
(11/3/2023)

South Carolina
(11/3/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/21/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/5/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 6/26/1997

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

RENAISSANCE WEALTH MANAGEMENT, LLC

RENAISSANCE WEALTH MANAGEMENT, LLC | TRIANTAFELOW, JOHN

CRD#: 174693 / SEC#:

North Carolina

Registered Investment Advisory firm - (4/27/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/18/2016 Approved)

Texas

Registered Investment Advisory firm - (12/8/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466

Mailing Address

Phone number

(610) 865-0512

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 49,112,228

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Gregory Holland

O'HAGAN GROUP, INC.

IAR

Bethlehem, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John R. Triantafelow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Triantafelow's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

MARYLAND FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

STRATEGIC WEALTH ADVISORS GROUP

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

LINCOLN INVESTMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/1999

Series 63

Date: 10/22/1991

SIE

Date: 10/1/2018

Series 7

Date: 4/16/1998

Series 6

Date: 10/21/1991

Series 24

Date: 9/5/2000

Series 26

Date: 6/26/1997

FINRA

Current Firm

RENAISSANCE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENAISSANCE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors