JT
John R. Triantafelow
RENAISSANCE WEALTH MANAGEMENT
Raleigh, NC
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CRD#: 2185928
JT
John Robert TriantafelowRENAISSANCE WEALTH MANAGEMENT
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 Raleigh, North Carolina and OSAIC WEALTH, INC. located in Bethlehem, 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.
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.
1) RENAISSANCE WEALTH MANAGMEMENT, LLC (RIA); POSITION: President / IAR NATURE: LLC; (Registered Investment Advisor) INVESTMENT RELATED: Yes NUMBER OF HOURS: 176 SECURITIES TRADING HOURS: 165 START DATE: 03/24/2016; ADDRESS: 10310 SABLEWOOD DRIVE, UNIT 114, RALEIGH, NC 27617; DESCRIPTION: Management of business operations, employees, marketing and business development. Manage/direct portfolio management, analysis and implementation. Meet with clients and prospects and develop financial and investment plans. Head of compliance. 2) TRIANTAFELOW FAMILY REAL ESTATE INVESTMENT CO. THIRTY ROSES, L.L.C. POSITION: Managing Member NATURE: Since our original submission and approve we have now formed multiple LLC's for the purpose of purchasing Real Estate Investments with my Son's. There is a master LLC that will hold individual LLC's for each property purchased.(Penwood Estates MHC, LLC, Coble Village MHC LLC)We will also be forming an LLC as a management company for the interaction of the tenants and management of properties. (Circle Management Group, LLC) INVESTMENT RELATED: NO; NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2017; ADDRESS: 4510 Bath Pike, Suite 200, Bethlehem PA 18017, United States DESCRIPTION: I will primarily lend to the operation my business experience, capital & management skills. Two of my son's, Michael and Christopher and my wife will be responsible for running daily operations. No RWM client involvement. 3) RENAISSANCE WEALTH MANAGEMENT, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: 10310 SABLEWOOD DRIVE, UNIT 114, RALEIGH, NC 27617, United States DESCRIPTION: Reviewing clients needs for insurance through financial planning process.
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®
NoneExperience
Current
March 18, 2016 - Present
RENAISSANCE WEALTH MANAGEMENT, LLC
Office #2: 306 South New Street Suite 110, Bethlehem, PA 18015RIA
CRD#: 174693
Raleigh, NC
Current
November 3, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 306 S New St. Suite #110, Bethlehem, PA 18015RIA
BD
CRD#: 23131
Bethlehem, 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
BD
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
BD
CRD#: 7461
BETHLEHEM, PA
Past
October 22, 1991 - April 21, 1997
LINCOLN INVESTMENT
BD
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.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
Florida(11/3/2023)
RR
Illinois(11/27/2023)
RR
Maryland(10/17/2024)
RR
Michigan(11/3/2023)
RR
New Hampshire(11/3/2023)
RR
New Jersey(11/3/2023)
IAR
North Carolina(4/27/2021)
RR
North Carolina(11/3/2023)
IAR
Pennsylvania(3/18/2016)
RR
Pennsylvania(11/3/2023)
RR
South Carolina(11/3/2023)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 10/21/1991
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 26
Passed: 6/26/1997
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA
Current Firm
RW
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)Loading...
Contact information
Main Address
306 South New Street Suite 110, Bethlehem, PA 18015
Mailing Address
17 S. Commerce Way #20026, Lehigh Valley, PA 18002
Phone number
(888) 340-3778
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 49,112,228 |
Red Flags
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