AR
Aaron T. Reyer
RENAISSANCE WEALTH MANAGEMENT
Bethlehem, PA 18017-2466
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CRD#: 3172787
AR
Professional summary
Aaron Theo Reyer, who also goes by Aaron T Reyer, is a registered financial advisor currently at RENAISSANCE WEALTH MANAGEMENT, LLC located in Bethlehem, Pennsylvania and OSAIC WEALTH, INC. located in Macungie, Pennsylvania.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Aaron has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aaron T Reyer
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 MANAGEMENT LLC; POSITION: VP and IAR NATURE: Independent RIA which was approved by the state on 3/18/2016. Our 3040 approval from FSC was on 3/24/2106 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 03/24/2016; ADDRESS: 4510 Bath Pike, Suite 200, Bethlehem PA 18017; DESCRIPTION: Trading, Portfolio Management and analysis, compliance, client interaction. 2) INDEPENDENT LISCENCED INSURANCE AGENT (ALREADY DISCLOSED ON U4) POSITION: rep NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/06/2004 ADDRESS: 4510 Bath Pike Suite 200, Bethlehem PA 18017, United States DESCRIPTION: sales of insurance 3) WTF VENTURES POSITION: Partner - NATURE: Partnership - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 08/10/2009 ADDRESS: 1621 Central Ave, Cheyenne WY 82001, United States DESCRIPTION: My partners and I decided on domain names to buy sell and monetize. 4) FAMILY PROMISE OF LEHIGH VALLEY POSITION: Board Member NATURE: non profit/charity INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: 1346 Hamilton St, Alentown PA 18102, United States DESCRIPTION: I will sit on the Finance Committee for the organization. The Finance Committee provides financial analysis, advice, and oversight of the organizations budget. Their responsibility is to ensure the organization is operating with the financial resources it needs to provide programs and services to the community.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Theo Reyer'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®
NoneExperience
Current
March 18, 2016 - Present
RENAISSANCE WEALTH MANAGEMENT, LLC
Office #1: 4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466Office #2: 128 E. Main Street, Macungie, PA 18062RIA
CRD#: 174693
Bethlehem, PA
Current
November 3, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 128 E Main St, Macungie, PA 18062Office #2: 4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466RIA
BD
CRD#: 23131
Macungie, PA
Past
April 23, 2012 - April 17, 2014
MARYLAND FINANCIAL GROUP, INC.
RIA
CRD#: 122320
ROCKVILLE, MD
Past
June 17, 2010 - June 24, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
BETHLEHEM, PA
Past
September 26, 2008 - April 1, 2009
STRATEGIC WEALTH ADVISORS GROUP
RIA
CRD#: 140977
BETHLEHEM, PA
Past
June 25, 2004 - July 19, 2022
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BETHLEHEM, PA
Past
April 6, 2004 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
BETHLEHEM, PA
Past
March 7, 2001 - March 19, 2003
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
August 4, 2000 - February 22, 2001
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
June 10, 1999 - June 30, 2000
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
February 11, 1999 - May 24, 1999
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/3/2023)
RR
Illinois(1/16/2024)
RR
Michigan(11/3/2023)
RR
New Hampshire(11/3/2023)
RR
New Jersey(11/3/2023)
RR
North Carolina(11/3/2023)
IAR
Pennsylvania(3/18/2016)
RR
Pennsylvania(11/3/2023)
RR
South Carolina(11/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RW
RENAISSANCE WEALTH MANAGEMENT, LLC
RENAISSANCE WEALTH MANAGEMENT, LLC | TRIANTAFELOW, JOHN
CRD#: 174693 / SEC#:
North Carolina
Registered Investment Advisory firm - (4/27/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (3/18/2016 Approved)Texas
Registered Investment Advisory firm - (12/8/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466
Mailing Address
Phone number
(610) 865-0512
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 264 |
| AUM (Assets Under Management) | $ 48,415,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RENAISSANCE WEALTH MANAGEMENT, LLC
CRD#: 174693Bethlehem, PA 18017-2466TRUST BUT VERIFY
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