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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Vincent Charles Renaut
AdvisorCheck Check Mark

Vincent C. Renaut

PIER 42 ADVISORS
Plymouth, MA 02660
CRD#: 7266754
Vincent Charles Renaut
AdvisorCheck Check Mark

Professional summary

Vincent Charles Renaut, CFP®, who also goes by VIncent Renaut, is a registered financial advisor currently at PIER 42 ADVISORS located in Plymouth, Massachusetts.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Vincent has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Core Areas of Focus

Business Owners
Entrepreneurs
Real Estate Investments
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning

Question & Answer

What are your service offerings?
Business Succession Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Small Business Planning
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Are you a "fiduciary"?
Yes

Aliases

Vincent Renaut

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 Vincent Charles Renaut'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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

July 26, 2023 - Present

PIER 42 ADVISORS

Office #1: 434 Route 134 Unit G6, Plymouth, MA 02660
RIA
CRD#: 325987
Plymouth, MA
Past

May 27, 2021 - October 20, 2023

CAMBRIDGE CAPE COD ADVISORS, LLC

RIA
CRD#: 133301
SANDWICH, MA
Past

August 26, 2020 - October 19, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Boston, MA
Past

August 7, 2020 - October 19, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Boston, MA

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
Massachusetts
(7/26/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/7/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2020
Securities Industry Essentials Examination

Current Firm

P4
PIER 42 ADVISORS
PIER 42 ADVISORS | RENAUT FINANCIAL, LLC | PIER 42 ADVISORS, LLC

CRD#: 325987 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/26/2023 Approved)
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Contact information

Main Address
434 Route 134 Unit G6, South Dennis, MA 02660
Mailing Address
Phone number
(508) 258-9300
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts140
AUM (Assets Under Management)$ 29,291,365

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.

Company Information

PIER 42 ADVISORS

CRD#: 325987Plymouth, MA 02660

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Contact information

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