Renee C. Albrecht
Professional summary
Renee Cheri Albrecht, who also goes by Renee Cheri Albrecht, Renee Sheri Albrecht, Renee Papineau, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Red Hook, New York and J.W. COLE FINANCIAL, INC. located in Red Hook, New York.
Renee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Renee has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Renee Cheri Albrecht's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2021 - Present
J. W. COLE ADVISORS, INC.
Office #1: 7405 South Broadway, Red Hook, NY 12571October 5, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 7405 South Broadway, Red Hook, NY 12571April 13, 2007 - October 12, 2017
NATIONAL PLANNING CORPORATION
March 12, 2001 - April 27, 2007
SECURITIES AMERICA, INC.
Primary Firm SEC Registration
J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/10/2019)
(10/5/2017)
(10/5/2017)
(3/11/2021)
(10/5/2017)
(10/5/2017)
(10/5/2017)
(10/5/2017)
(3/30/2021)
(10/5/2017)
(10/5/2017)
(10/5/2017)
(10/5/2017)
Exams
FINRA
Current Firm
J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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