Troy A. Renauld

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CRD#: 6212363

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.

Troy Alexander Renauld, who also goes by Troy Renauld, was a registered financial professional .

Troy is a previously registered financial professional and started their career in finance in 2024. Troy had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Troy Renauld

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)

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®

None

Experience

Past

April 4, 2024 - February 14, 2025

WORLDLY PARTNERS MANAGEMENT, LLC

RIA

CRD#: 309792

Reading, MA

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".

WORLDLY PARTNERS MANAGEMENT, LLC

WORLDLY PARTNERS MANAGEMENT, LLC | WORLDLY VALUE MANAGEMENT, LLC

CRD#: 309792 / SEC#: 801-128205

RIA

Registered Investment Advisory firm - (6/21/2023 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

Current Firm

WORLDLY PARTNERS MANAGEMENT, LLC

WORLDLY PARTNERS MANAGEMENT, LLC | WORLDLY VALUE MANAGEMENT, LLC

CRD#: 309792 / SEC#: 801-128205

RIA

Registered Investment Advisory firm - (6/21/2023 Approved)

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Contact information

Main Address

117 Kendrick Street Suite 300, Needham, MA 02494

Mailing Address

Phone number

(917) 818-0035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

WPM ADV 2A MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 277,630,122

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
SEC	ERA - Withdrawn	5/22/2023
Massachusetts	ERA - Withdrawn	5/22/2023

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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Troy A. Renauld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WORLDLY PARTNERS MANAGEMENT, LLC

Primary Firm SEC Registration

WORLDLY PARTNERS MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

WORLDLY PARTNERS MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

WORLDLY PARTNERS MANAGEMENT, LLC

TRUST BUT VERIFY

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