GR
Gary A. Reneau
IHP WEALTH MANAGEMENT
Morristown, NJ
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CRD#: 720927
GR
Professional summary
Gary Alden Reneau is a registered financial advisor currently at IHP WEALTH MANAGEMENT located in Morristown, New Jersey and PICKWICK CAPITAL PARTNERS, LLC located in White Plains, New York.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Gary has worked at 5 firms and has passed the Series 66, Series 79TO, Series 62, SIE, Series 3, Series 7 and Series 24 exams.
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.
1. INDIAN HEAD PARTNERS LLC DBA IHP WEALTH MANAGEMENT, 14 INDIANHEAD ROAD, MORRISTOWN, NJ 07960-4802 - NATURE: REGISTERED INVESTMENT ADVISOR - WEBSITE: NONE - ROLE: CEO/CIO/CCO -- PROVIDING INVESTMENT ADVISORY SERVICES TO INDIVIDUALS, FAMILY OFFICES, AND INSTITUTIONS - HRS PER WEEK DURING THE FIRM'S BUSINESS HRS: 10 HRS PER WEEK, AS THIS IS BRAND. 2. TCF (THE CONSCIOUS FUND) ACTION GROUP - NATURE: TO BRING TOGETHER THOSE LPS OF THE CONSCIOUS FUND WHO BELIEVE THE GENERAL PARTNERS ARE IN BREACH OF THE TCF LIMITED PARTNERSHIP AGREEMENT AND ACTING CONTRARY TO THE BEST INTERESTS OF THE LPS, THE GROUP INTENDS TO TAKE TANGIBLE ACTION TO PROTECT THOSE INTERESTS - WEBSITE: N/A - ROLE: FORMULATION AND DELIVERY OF DEMAND LETTERS, DEVELOPMENT OF ACTION STRATEGIES, INCLUDING SEEKING LEGAL COUNSEL, CRAFTING INFORMATION LETTERS TO BE SENT TO REGULATORY AUTHORITIES, AND DIRECT NEGOTIATION WITH THE GENERAL PARTNERS - HRS PER WEEK DURING BIZ HRS: 2-4 HOURS INITIALLY DEPENDING ON THE RESPONSES RECEIVED BY THE TCF GENERAL PARTNERS, EXPECTATION IS SOME SORT OF RESOLUTION STRUCK WITHIN 30-45 DAYS BARRING REGULATORY INTERVENTION 3. INDIAN HEAD PARTNERS LLC - NATURE: (GHOST) AUTHOR OF MONTHLY INVESTOR LETTER FOR KENSINGTON ASSET MANAGEMENT (WWW.KENSINGTONASSETMANAGEMENT.COM), AN ASSET MANAGER SPECIALIZING IN QUANTITATIVE-BASED EQUITY AND FIXED INCOME INVESTMENT STRATEGIES - WEBSITE: N/A - ROLE: RESPONSIBLE FOR WRITING THE MONTHLY INVESTOR NEWSLETTER FOCUSING ON THE OVERALL OUTLOOK FOR FINANCIAL MARKETS, INCLUDING GEOPOLITICS, MACROECONOMICS, CENTRAL BANK POLICY, AND THE STOCK MARKET - HRS PER WEEK DURING BIZ HRS: 2-4 HRS PER MONTH 4. GAS SENSING TECHNOLOGY CORP DBA WELLDOG - NATURE: OIL SERVICES/CARBON CAPTURE AND SEQUESTRATION - WEBSITE: WWW.WELLDOG.COM - ROLE: CONSULTANT TO PROVIDE CONSULTING SERVICES REGARDING FINANCIAL AND GROWTH INITIATIVES AND WILL CONSULT VIA MUTUALLY CONVENIENT PERSONAL MEETINGS. I WILL NOT BE UNDERTAKING WORK REQUIRING REGULATORY SUPERVISION.- HRS PER WEEK DURING BIZ HRS: 1-3 HRS PER WK. 5. PAGO PRONTO 881 W. BAXTER AVE STE 101 SOUTH JORDAN UT 84095 - NATURE: DECENTRALIZED FINANCE (FINANCIAL SERVICES) - WEBSITE: WWW.LINKEDIN.COM/IN/SATISHAMBATI-SF/ - ROLE: TBD AT THIS EARLY STAGE, I AM IN INFORMATION GATHERING MODE TO BETTER UNDERSTAND PAGE PRONTO'S BUSINESS MODEL AND WHERE I CAN BEST BE OF ASSISTANCE - HRS DEVOTED TO THIS ACTIVITY PER WK: 2 HRS/WK. 6. SETTLEMENTS NOW LLC (SISTER COMPANY TO PAGO PRONTO LLC) 3740 FILLMORE STREET #202, SAN FRANCISCO, CA 94123 - NATURE: DECENTRALIZED FINANCE (FINANCIAL SERVICES) - WEBSITE: NONE - ROLE: TBD (IN DISCUSSIONS WITH THE CEO. IT MAY INVOLVE ASSISTING THE COMPANY IN ITS CRYPTO TO FLAT EXCHANGE TRANSACTIONS.) - HRS DEVOTED TO THIS ACTIVITY: 2 - 4 HRS/WK.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Alden Reneau'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
January 17, 2024 - Present
IHP WEALTH MANAGEMENT
RIA
CRD#: 284815
Morristown, NJ
Current
May 14, 2020 - Present
PICKWICK CAPITAL PARTNERS, LLC
Office #1: 445 Hamilton Avenue Suite 1102, White Plains, NY 10601BD
CRD#: 130672
White Plains, NY
Past
November 3, 2016 - December 31, 2023
IHP WEALTH MANAGEMENT
RIA
CRD#: 284815
MORRISTOWN, NJ
Past
September 22, 2010 - May 20, 2020
SILVER LEAF PARTNERS, LLC
BD
CRD#: 126694
NEW YORK, NY
Past
August 19, 2009 - June 25, 2010
MERIDIAN EQUITY PARTNERS, INC.
BD
CRD#: 133849
NEW YORK, NY
Past
January 15, 2009 - March 6, 2009
HUDSON SECURITIES,INC.
BD
CRD#: 10467
JERSEY CITY, NJ
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/8/2023)
IAR
California(1/25/2024)
RR
Connecticut(3/8/2023)
RR
Illinois(3/14/2023)
RR
Missouri(3/9/2023)
RR
New Jersey(5/14/2020)
IAR
New Jersey(1/17/2024)
RR
New York(3/8/2023)
RR
Pennsylvania(3/9/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IHP WEALTH MANAGEMENT
IHP WEALTH MANAGEMENT | INDIAN HEAD PARTNERS LLC
CRD#: 284815 / SEC#:
California
Registered Investment Advisory firm - (1/25/2024 Approved)New Jersey
Registered Investment Advisory firm - (11/3/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Morristown, NJ
Mailing Address
Phone number
(212) 844-9153
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 2,614,692 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
