Barron E. Rendel

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CRD#: 4783941

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barron Edward Rendel, CFP®, who also goes by Barron Rendel, was a registered financial professional .

Barron is a previously registered financial professional and started their career in finance in 2004. Barron had worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Barron Rendel

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)Mr. Rendel is an owner of Tungsten Cyber LLC a cyber security consulting firm based out of Glen Mills, PA since 2018. This position is not investment related. Mr. Rendel is compensated for this role and spends less than 5% of his total time on this role all outside of trading hours. 2)Mr. Rendel has served on the board of directors of the Marine Corps Scholarship Foundation based out of Alexandria, VA since 2006. This activity is not investment related. Mr. Rendel is not compensated for this role and spends less than 5% of his total time on this role all outside of trading hours. 3) Mr. Rendel is a strategic advisor to Virtual Energy, LLC an engineering company based out of Colorado Springs, CO. Mr. Rendel spends less than 5% of his total time on this role outside of trading hours and is not compensated for his services. Mr. Rendel began this role in 2022.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

March 27, 2020 - November 22, 2022

WICK CAPITAL PARTNERS, LLC

RIA

CRD#: 299194

WAYNE, PA

Past

February 6, 2020 - March 25, 2020

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

Berwyn, PA

Past

February 6, 2020 - March 25, 2020

TRIAD ADVISORS LLC

CRD#: 25803

Berwyn, PA

Past

May 30, 2006 - September 21, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RADNOR, PA

Past

May 30, 2006 - September 21, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RADNOR, PA

Past

April 28, 2006 - May 25, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WEST CHESTER, PA

Past

June 15, 2004 - May 25, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

WEST CHESTER, PA

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".

WICK CAPITAL PARTNERS, LLC

WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA

Registered Investment Advisory firm - (11/23/2018 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 66

Date: 7/8/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/4/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/14/2004

General Securities Representative Examination

Current Firm

WICK CAPITAL PARTNERS, LLC

WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA

Registered Investment Advisory firm - (11/23/2018 Approved)

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Contact information

Main Address

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087

Mailing Address

Phone number

(215) 302-3535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WICK FORM ADV PART2A 2025V2 (6/18/2025)

Regulatory assets under management

Total Number of Accounts	942
AUM (Assets Under Management)	$ 565,287,657

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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Firm Stability Insights

Barron E. Rendel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC ADVISORY SERVICES, LLC

TRIAD ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

WICK CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2004

SIE

Date: 9/21/2018

Series 31

Date: 8/4/2004

Series 7

Date: 6/14/2004

Current Firm

WICK CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WICK CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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