Adam E. Sharvit

RENAISSANCE MACRO RESEARCH

Thornhilll ON,

Some features on this profile are disabled

CRD#: 8048221

Professional summary

Adam Elliot Sharvit is a registered financial advisor currently at RENAISSANCE MACRO RESEARCH LLC and RENMAC ADVISORY, LLC .

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adam has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Elliot Sharvit'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®

None

Experience

Current

April 5, 2025 - Present

RENAISSANCE MACRO RESEARCH LLC

RIA

CRD#: 311821

Thornhilll ON,

Current

May 7, 2026 - Present

RENMAC ADVISORY, LLC

RIA

CRD#: 335222

Thornhill, Ontario,

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

Connecticut
(5/7/2026)

IAR

New York
(4/5/2025)

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 65

Date: 4/5/2025

Uniform Investment Adviser Law Examination

Current Firm

RENAISSANCE MACRO RESEARCH LLC

CRD#: 311821 / SEC#:

New York

Registered Investment Advisory firm - (1/12/2022 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

Lake Placid, NY

Mailing Address

52 White Face Lane Box 52, Lake Placid, NY 12946

Phone number

(212) 537-8811

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Adam E. Sharvit

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Elliot Sharvit's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENAISSANCE MACRO RESEARCH LLC

RENMAC ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2025

Current Firm

RENAISSANCE MACRO RESEARCH LLC

Contact information

Documents

Red Flags

Company Information

RENAISSANCE MACRO RESEARCH LLC

TRUST BUT VERIFY

Similar Advisors