Vincent C. Renaut

PIER 42 ADVISORS

Plymouth, MA 02660

CRD#: 7266754

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.

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

Do you have an area of expertise or specialization?

Business Owners

Entrepreneurs

Real Estate Investments

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax 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.

Vincent Renaut is registered as an investment adviser representative of Cambridge Cape Cod Advisors, LLC and provides advisory services to Clients of that firm. This activity accounts for up to 10 hours per week during normal trading hours. Advisory services provided to Clients of Pier 42 are separate from any services provided to Clients of Cambridge Cape Cod Advisors, LLC and will not create a conflict of interest.

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

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)

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

State Security Law Exam

IAR

Series 66

Date: 8/25/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/7/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/13/2020

Securities Industry Essentials Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 14,722,968

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Zackary Royce

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Edgar Manjarrez

LPL FINANCIAL LLC

FORT MILL, SC

Garth Harbert

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Vincent C. Renaut

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Charles Renaut's CRS (Customer Relationship Summary).

Certified licenses

Experience

PIER 42 ADVISORS

CAMBRIDGE CAPE COD ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2020

Series 7TO

Date: 8/7/2020

SIE

Date: 7/13/2020

Current Firm

PIER 42 ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PIER 42 ADVISORS

TRUST BUT VERIFY

Contact information

Similar Advisors