Rene P. De Charon

AMERICAN MONEY MANAGEMENT

Rancho Santa Fe, CA 92067

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CRD#: 2546809

Professional summary

Rene Paul De Charon, CFP®, who also goes by Rene Paul Charon De, Rene Paul Decharon, is a registered financial advisor currently at AMERICAN MONEY MANAGEMENT, LLC located in Rancho Santa Fe, California.

Rene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Rene has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rene Paul Charon De | Rene Paul Decharon

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. RJ Financial Partners, LLC; Investment Related Business; 13865 Freeport Rd, San Diego, CA 92129; Financial Services; Principal; 06/2021; 1 hr per month; 0 hrs per month during trading hours; Owner of other business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rene Paul De Charon'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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

June 23, 2021 - Present

AMERICAN MONEY MANAGEMENT, LLC

Office #1: 14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067

RIA

CRD#: 115357

Rancho Santa Fe, CA

Past

January 16, 2015 - September 2, 2021

WEALTH QUEST PARTNERS, INC.

RIA

CRD#: 173545

SAN DIEGO, CA

Past

September 27, 2000 - November 12, 2015

HARRISON - DE CHARON, L.L.C.

RIA

CRD#: 128439

SAN DIEGO, CA

Past

October 10, 1994 - September 25, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 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

California
(6/23/2021)

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

Series 63

Date: 10/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/7/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

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Contact information

Main Address

14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067

Mailing Address

P.o. Box 675203, Rancho Santa Fe, CA 92067

Phone number

(858) 755-0909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,674
AUM (Assets Under Management)	$ 734,010,908

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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Rene P. De Charon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rene Paul De Charon's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN MONEY MANAGEMENT, LLC

WEALTH QUEST PARTNERS, INC.

HARRISON - DE CHARON, L.L.C.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

AMERICAN MONEY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/7/1994

Series 6

Date: 10/7/1994

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

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