Joshua A. Rennert

WALDRON PRIVATE WEALTH

Plymouth, MI 48170

Some features on this profile are disabled

CRD#: 5133553

Professional summary

Joshua Arthur Ryan Rennert, who also goes by Joshua Arthur Ryan Rennert, is a registered financial advisor currently at WALDRON PRIVATE WEALTH located in Plymouth, Michigan.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joshua has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Arthur Ryan Rennert

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) - RIA

Click below to view Joshua Arthur Ryan Rennert'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

May 6, 2026 - Present

WALDRON PRIVATE WEALTH

Office #1: 177 N. Main Street Suite 200, Plymouth, MI 48170

RIA

CRD#: 131063

Plymouth, MI

Past

April 15, 2024 - May 11, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Troy, MI

Past

October 5, 2021 - May 1, 2024

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 866

NASHVILLE, TN

Past

August 30, 2006 - May 15, 2007

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

BAY CITY, MI

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".

WALDRON PRIVATE WEALTH

CRD#: 131063 / SEC#: 801-77628

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

Florida

Registered Investment Advisory firm - (3/6/2013 Terminated)

Georgia

Registered Investment Advisory firm - (3/6/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/6/2013 Terminated)

Ohio

Registered Investment Advisory firm - (3/7/2013 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/11/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/6/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(5/6/2026)

IAR

New York
(5/6/2026)

IAR

Pennsylvania
(5/7/2026)

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 65

Date: 8/24/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2006

General Securities Representative Examination

Current Firm

WALDRON PRIVATE WEALTH

CRD#: 131063 / SEC#: 801-77628

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

Florida

Registered Investment Advisory firm - (3/6/2013 Terminated)

Georgia

Registered Investment Advisory firm - (3/6/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/6/2013 Terminated)

Ohio

Registered Investment Advisory firm - (3/7/2013 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/11/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/6/2013 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

44 Abele Road Suite 400, Bridgeville, PA 15017

Mailing Address

Phone number

(412) 221-1005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,497
AUM (Assets Under Management)	$ 4,516,982,450

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/19/2025	Cover Page	Report
09/20/2024	Cover Page	Report
01/22/2024	Cover Page	Report
11/28/2022	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.

Similar Advisors

Jeffrey Perry

STRATEGIC ADVISERS LLC

IAR

WEST BLOOMFIELD, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Johny Kashat

J.P. MORGAN SECURITIES LLC

Bloomfield Hills, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua A. Rennert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Arthur Ryan Rennert's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SEQUOIA FINANCIAL GROUP, L.L.C.

COMERICA SECURITIES

COMERICA SECURITIES

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

WADDELL & REED

WADDELL & REED

HANTZ FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WALDRON PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2007

Series 63

Date: 9/11/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2006

Current Firm

WALDRON PRIVATE WEALTH

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WALDRON PRIVATE WEALTH

TRUST BUT VERIFY

Similar Advisors