Matthew J. Renaud

RENAUD & COMPANY

Ofallon, MO 63366

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CRD#: 2320797

Professional summary

Matthew Joseph Renaud SR., who also goes by Matt Renaud, Matthew J Renaud, Matthew Joseph Renaud, is a registered financial advisor currently at RENAUD & COMPANY, LLC located in Ofallon, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Matthew has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Renaud | Matthew J Renaud | Matthew Joseph Renaud

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 Matthew Joseph Renaud SR.'s CRS (Customer Relationship Summary).

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

August 8, 2012 - Present

RENAUD & COMPANY, LLC

Office #1: 763 West Terra Lane, Ofallon, MO 63366

RIA

CRD#: 115337

Ofallon, MO

Past

June 24, 1996 - July 22, 1998

MAGNA INVESTMENTS

CRD#: 16511

ST. LOUIS, MO

Past

January 20, 1996 - June 26, 1996

J. MICHAEL-PATRICK, L.L.C.

CRD#: 36990

CLAYTON, MO

Past

January 5, 1995 - January 15, 1996

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

December 22, 1994 - January 5, 1995

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

November 9, 1994 - December 23, 1994

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

April 15, 1993 - December 14, 1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

April 15, 1993 - December 14, 1994

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RENAUD & COMPANY, LLC

RENAUD & COMPANY | RENAUD & COMPANY, LLC

CRD#: 115337 / SEC#: 801-122942

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

Missouri

Registered Investment Advisory firm - (1/5/2022 Terminated)

Texas

Registered Investment Advisory firm - (1/5/2022 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).

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

Missouri
(8/8/2012)

IAR

Texas
(12/8/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/4/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/9/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/14/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/19/1996

Investment Company Products/Variable Contracts Principal Examination

Current Firm

RENAUD & COMPANY, LLC

RENAUD & COMPANY | RENAUD & COMPANY, LLC

CRD#: 115337 / SEC#: 801-122942

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

Missouri

Registered Investment Advisory firm - (1/5/2022 Terminated)

Texas

Registered Investment Advisory firm - (1/5/2022 Terminated)

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Contact information

Main Address

763 West Terra Lane, Ofallon, MO 63366

Mailing Address

Phone number

(636) 240-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RENAUD FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,839
AUM (Assets Under Management)	$ 173,862,000

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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Advisor Monitoring

Firm Stability Insights

Matthew J. Renaud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Renaud SR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGNA INVESTMENTS

J. MICHAEL-PATRICK, L.L.C.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FIRST ALLIED SECURITIES, INC.

FIRST AFFILIATED SECURITIES

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

RENAUD & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2012

Series 63

Date: 4/27/1993

Series 7

Date: 12/9/1994

Series 6

Date: 4/14/1993

Series 26

Date: 7/19/1996

Current Firm

RENAUD & COMPANY, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RENAUD & COMPANY, LLC

TRUST BUT VERIFY

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