Mark Hermann Renz | Financial Professional | Jupiter, Florida

Professional summary

Mark Hermann Renz, who also goes by Mark H Renz, Mark Renz, is a registered financial advisor currently at CORIENT located in Jupiter, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Mark has worked at 10 firms and has passed the Series 63, Series 65, Series 7, Series 6 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark H Renz | Mark Renz

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 Pine School; Investment Related; 12350 SE Federal Hwy, Hobe Sound, FL 33455; Private School; endowment committee member; 08/2016; 4 hr/yr; 0 hrs/mo during trading; Duties are to performance for the school's endowment fund.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Hermann Renz'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

July 22, 2024 - Present

CORIENT

Office #1: 150 South Us Highway 1 Suite 501, Jupiter, FL 33477

BD

CRD#: 8121

MIAMI, FL

Past

April 13, 1995 - May 31, 1995

FORESTERS FINANCIAL SERVICES, INC.

BD

CRD#: 305

EDISON, 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".

CO

CORIENT

CRD#: 319448 / SEC#: 801-124978

RIA

Registered Investment Advisory firm - (5/12/2022 Approved)

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

Florida
(7/22/2024)

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

RR

Series 63

Date: 8/20/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/16/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

RR

Series 7

Date: 9/10/2010

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 4/12/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

RR

Series 8

Date: 8/10/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CO

CORIENT

CRD#: 319448 / SEC#: 801-124978

RIA

Registered Investment Advisory firm - (5/12/2022 Approved)

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Contact information

Main Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Mailing Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Phone number

(305) 735-2020

Established

Firm type

Fiscal year end

# of Employees

1,181

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORIENT PRIVATE WEALTH (10/7/2025)

Regulatory assets under management

Total Number of Accounts	109,685
AUM (Assets Under Management)	$ 143,628,532,902

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/28/2024	Cover Page	Report
10/27/2023	Cover Page	Report
05/03/2023	Cover Page	Report

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

Mark H. Renz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Hermann Renz's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOCIUS FAMILY OFFICE, LLC

BARCLAY BRELAND FAMILY OFFICE

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

GFO ADVISORY SERVICES, LLC

TD AMERITRADE, INC.

GRUNTAL & CO., L.L.C.

YOUNG, STOVALL AND COMPANY

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CORIENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/20/2010

Series 65

Date: 3/16/2001

Series 7

Date: 9/10/2010

Series 6

Date: 4/12/1995

Series 8

Date: 8/10/1998

Current Firm

CORIENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORIENT

TRUST BUT VERIFY

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