RD
Randy A. Derenzo
DERENZO ADVISORS LLC
Dayton, OH
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CRD#: 5643666
RD
Professional summary
Randy Allan Derenzo is a registered financial advisor currently at DERENZO ADVISORS LLC located in Dayton, Ohio.
Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Randy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Derenzo Consulting LLC. General Consulting Services, not investment related. 1010 Hidden Ridge Ln., Dayton, OH 45459. I'm the president and operator. There is no affiliation between this business and Derenzo Advisors LLC. I began this business in April of 2022. I put in about 25 hours/month on this business.
CRS (Client Relationship Summary) - RIA
Click below to view Randy Allan Derenzo'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
September 28, 2023 - Present
DERENZO ADVISORS LLC
RIA
CRD#: 148612
Dayton, OH
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
Ohio(9/28/2023)
Current Firm
DA
DERENZO ADVISORS LLC
DERENZO ADVISORS | DERENZO, RANDY ALLAN | DERENZO ADVISORS LLC
CRD#: 148612 / SEC#:
Ohio
Registered Investment Advisory firm - (7/21/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Dayton, OH
Mailing Address
Phone number
(937) 226-9717
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 5,462,187 |
Red Flags
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