Renuka C. Parker
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.
Renuka Chopra Parker, who also goes by Renuka Chopra, Renuka Parker, was a registered financial professional .
Renuka is a previously registered financial professional and started their career in finance in 2015. Renuka had worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 12, 2025 - March 22, 2026
COGENT PRIVATE WEALTH
May 24, 2021 - January 27, 2023
TRUIST ADVISORY SERVICES, INC.
April 7, 2021 - January 27, 2023
TRUIST INVESTMENT SERVICES, INC.
April 1, 2015 - July 24, 2020
ALLIANCEBERNSTEIN L.P.
February 11, 2015 - July 24, 2020
SANFORD C. BERNSTEIN & CO., LLC
Primary Firm SEC Registration
COGENT PRIVATE WEALTH
CRD#: 319092 / SEC#: 801-132819
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
COGENT PRIVATE WEALTH
CRD#: 319092 / SEC#: 801-132819
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 141,498,000 |
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.
