Jeffrey S. Degraaf

RENAISSANCE MACRO RESEARCH LLC

Lake Placid, NY

Some features on this profile are disabled

CRD#: 2202699

Professional summary

Jeffrey Scott Degraaf is a registered financial advisor currently at RENAISSANCE MACRO RESEARCH LLC located in Lake Placid, New York and RENAISSANCE MACRO SECURITIES, LLC located in Darien, Connecticut.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 87, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SENTRY CAPITAL LLC: FAMILY INVESTMENT FUND, 163 LONG NECK POINT, DARIEN, CT 06820. CIO AND FOUNDING MEMBER, NO RELATIONSHIPS. HOURS DEVOTED PER WEEK =5, .5 DURING MARKET HOURS. SYSTEM BASED COMMODITY ACCOUNT, ENTER ORDERS AND MAINTAIN POSITIONS. YES INVESTMENT RELATED. SOUTHERN SHORE VENTURES LLC: REAL ESTATE PARTNERSHIP, SINGLE MEMBER LLC, HOLDING COMPANY FOR RENTAL PROPERTIES 5 HOURS/MONTH. JSD CONSULTING: CONSULTING & ADVISORY COMPANY, 163 LONG NECK POINT, DARIEN, CT 06820. 100% OWNER SINCE 2016. ADVISE VARIOUS ENTITIES ON BUSINESS STRATEGY & PLANNING. COMPENSATED THROUGH ADVISORY FEES AND EXPENSE REIMBURSEMENT. 5 HOURS PER WEEK, NOT DURING FIRM BUSINESS HOURS. I AM AN EMPLOYEE AND OWNER OF RENMAC INTEGRATED ALPHA, A HEDGE FUND THAT INVESTS IN LARGE CAP 1000 NAMES LONG/SHORT MARKET NEUTRAL BASED ON QUANT INPUTS US EQUITIES LOCATED AT 116 EAST 16TH ST, 12TH FLOOR NEW YORK, NY 10003, IT IS AN INVESTMENT-RELATED BUSINESS, I DEVOTE 3 HOUR PER MONTH, MOSTLY DURING SECURITY TRADING HOURS, MY START DATE WAS JULY 2014.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Degraaf'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

January 12, 2022 - Present

RENAISSANCE MACRO RESEARCH LLC

RIA

CRD#: 311821

Lake Placid, NY

Current

March 13, 2013 - Present

RENAISSANCE MACRO SECURITIES, LLC

Office #1: 9 Old King's Highway S 3rd Fl, Darien, CT 06820

CRD#: 163927

Darien, CT

Past

October 31, 2011 - July 29, 2013

RAFFERTY CAPITAL MARKETS, LLC

CRD#: 23682

GARDEN CITY, NY

Past

March 28, 2011 - October 31, 2011

PULSE TRADING, INC.

CRD#: 104022

NEW YORK, NY

Past

March 30, 2007 - February 8, 2011

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC

CRD#: 28195

NEW YORK, NY

Past

September 30, 1998 - April 5, 2007

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

January 13, 1992 - August 20, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

California
(6/19/2020)

Connecticut
(6/19/2020)

District of Columbia
(6/19/2020)

Florida
(2/3/2015)

Illinois
(6/19/2020)

Massachusetts
(3/13/2014)

New Jersey
(5/6/2014)

New York
(3/15/2013)

IAR

New York
(1/12/2022)

Texas
(6/19/2020)

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

Series 63

Date: 1/30/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 12/17/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 3

Date: 12/18/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/6/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2012

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

RENAISSANCE MACRO RESEARCH LLC

CRD#: 311821 / SEC#:

New York

Registered Investment Advisory firm - (1/12/2022 Approved)

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

Lake Placid, NY

Mailing Address

52 White Face Lane Box 52, Lake Placid, NY 12946

Phone number

(212) 537-8811

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey S. Degraaf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Degraaf's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENAISSANCE MACRO SECURITIES, LLC

RAFFERTY CAPITAL MARKETS, LLC

PULSE TRADING, INC.

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC

LEHMAN BROTHERS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 1/30/1992

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 87

Date: 12/17/2004

Series 3

Date: 12/18/1997

Series 7

Date: 1/6/1992

Series 24

Date: 12/20/2012

FINRA

Nasdaq Stock Market

Current Firm

RENAISSANCE MACRO RESEARCH LLC

Contact information

Documents

Red Flags

Company Information

RENAISSANCE MACRO RESEARCH LLC

TRUST BUT VERIFY

Similar Advisors