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JT

John Robert Triantafelow

RENAISSANCE WEALTH MANAGEMENT
Raleigh, NC
·CRD# 2185928·35 years experience

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...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Robert Triatafelow

Blog Corner

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Videos & Posts

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

35 years in the financial services industry

Current & Past Employments

RENAISSANCE WEALTH MANAGEMENT, LLC·CRD# 174693
RIA
1. Raleigh, NC2. 306 South New Street Suite 110, Bethlehem, PA 18015
March 18, 2016 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
BD
306 S New St. Suite #110, Bethlehem, PA 18015
November 3, 2023 - Present
MARYLAND FINANCIAL GROUP, INC.·CRD# 122320
RIA
Rockville, MD
April 23, 2012 - April 17, 2014
LPL FINANCIAL LLC·CRD# 6413
BD
Bethlehem, PA
June 17, 2010 - June 24, 2010
STRATEGIC WEALTH ADVISORS GROUP·CRD# 140977
RIA
Bethlehem, PA
September 26, 2008 - April 1, 2009
FSC SECURITIES CORPORATION·CRD# 7461
RIA
Bethlehem, PA
June 23, 2003 - March 12, 2021
FSC SECURITIES CORPORATION·CRD# 7461
BD
Bethlehem, PA
April 18, 1997 - November 3, 2023
LINCOLN INVESTMENT·CRD# 519
BD
Fort Washington, PA
October 22, 1991 - April 21, 1997

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Current Firm

RW
RENAISSANCE WEALTH MANAGEMENT, LLC

RENAISSANCE WEALTH MANAGEMENT, LLC | TRIANTAFELOW, JOHN

CRD#: 174693
North Carolina
Registered Investment Advisory firm - North Carolina (4/27/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/18/2016 Approved)
Texas
Registered Investment Advisory firm - Texas (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).

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

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

250

AUM (Assets Under Management)

$49,112,228

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1998About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1991About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Sep 2000About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jun 1997About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

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