AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RK

Renny Kuruvilla

ARETE WEALTH MANAGEMENT
Nashville, TN 37214
Some features on this profile are disabled
CRD#: 4514872
RK
Renny KuruvillaARETE WEALTH MANAGEMENT

Professional summary


Renny Kuruvilla, who also goes by Renny Chav, Renny G Chavanikamannil, Renny G. Chavanikamannil Mr., Renny George Kuruvilla, is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in Nashville, Tennessee.

Renny is registered as a RR (Registered Representative) and started their career in finance in 2003. Renny has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 7 and Series 24 exams.

Aliases


Renny Chav | Renny G Chavanikamannil | Renny G. Chavanikamannil Mr. | Renny George Kuruvilla

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) - BD


Click below to view Renny Kuruvilla'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 30, 2026 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 555 Marriott Drive Suite 275, Nashville, TN 37214
BD
CRD#: 44856
Nashville, TN
Past

March 31, 2022 - July 28, 2026

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

May 17, 2021 - March 17, 2022

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
New York, NY
Past

June 1, 2018 - March 17, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

May 25, 2016 - May 1, 2018

NOBLE CAPITAL MARKETS, INC.

BD
CRD#: 15768
New York, NY
Past

March 10, 2014 - April 27, 2016

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

June 3, 2013 - February 25, 2014

HFP CAPITAL MARKETS LLC

BD
CRD#: 44351
NEW YORK, NY
Past

March 8, 2011 - June 4, 2013

A.G.P. / ALLIANCE GLOBAL PARTNERS

BD
CRD#: 8361
NEW YORK, NY
Past

April 11, 2003 - November 10, 2008

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(7/30/2026)
RR
Florida
(7/30/2026)
RR
Massachusetts
(7/30/2026)
RR
New Hampshire
(7/30/2026)
RR
New York
(7/30/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 8/2/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Loading...

Contact information


Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CUCHARALE, CATHERINECHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER3054881
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
LEVINE, DAVID CHARLESCHIEF EXECUTIVE OFFICER
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
TROUSDALE, LAUREN NICOLEFINANCIAL OPERATIONS PRINCIPAL5622407

Disclosures


Regulatory Event2
Civil Event1
Arbitration3

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.

Company Information


ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856Nashville, TN 37214

TRUST BUT VERIFY

Monitor Renny Kuruvilla

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Steven Walter Glasgow
Steven GlasgowAdvisorCheck Check Mark
GLOBAL RETIREMENT PARTNERS LLC
IAR
Nashville, TN
James Ralph Parker
James ParkerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Franklin, TN
Eric Joseph Berner
Eric BernerAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
HENDERSONVILLE, TN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.