David Renko

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 04/2017
  Morgan Stanley
  Raleigh, NC
• 04/2017 → 05/2021
  Raymond James Financial Services, Inc.
  The Woodlands, NC
• 04/2017 → 05/2021
  Woodforest National Bank
  The Woodlands, TX
• 04/2017 → 05/2021
  Raymond James Financial Services Advisors Inc.
  The Woodlands, TX
• 04/2017 → 05/2021
  Woodforest Wealth Strategies
  The Woodlands, TX
• 01/2022 → 04/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2022 → 04/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2021 → 12/2021
  Unemployed
  Charlotte, NC
• 01/2022 → 04/2023
  Cetera Advisors Llc
  Greenwood Village, CO
• 01/2022 → 04/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2023 → 09/2025
  Avantax Investment Service, Inc.
  Dallas, TX
• 04/2023 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL

Previous Registrations

• 2023-04-25 → 2025-09-05
  Avantax Advisory Services
  Fort Mill, SC
  Dallas, TX
  Belmont, NC
• 2022-03-25 → 2023-04-26
  Cetera Wealth Services, Llc
  Fort Mill, SC
  El Segundo, CA
• 2017-04-26 → 2021-05-20
  Raymond James Financial Services Advisors, Inc
  The Woodlands, TX
• 2014-06-19 → 2017-04-18
  Morgan Stanley
  Atlanta, GA
  Raleigh, NC
  Durham, NC
• 2009-06-01 → 2009-10-01
  Morgan Stanley
  Atlanta, GA
• 2006-12-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
• 2006-05-24 → 2006-10-06
  Zacks Investment Management, Inc.
  Chicago, IL
• 2000-11-08 → 2005-09-16
  Citigroup Global Markets Inc.
  Charlotte, NC

Other Businesses

1. NAME OF OTHER BUSINESS: EQUITY TRUST CO CUSTODIAN FBO DAVID T RENKO INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: SINGLE FAMILY RENTAL PROPERTIES START DATE: 3/22/2022 POSITION/TITLE/RELATIONSHIP: 100% OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: OWNERSHIP RELATED PAPERWORK 2) LEAD INVESTMENT PARTNERS POSITION: Part Owner NATURE: Real Estate Investments and rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2020 ADDRESS: 96 Catawba St, Apt 306m, Belmont NC 28012, United States DESCRIPTION: I am part owner with my wife, no employees.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-19
• S65 Uniform Investment Adviser Law Examination
  1994-04-05
• S63 Uniform Securities Agent State Law Examination
  1988-05-26

Other Names

• Dave Renko
• David Thomas Renko
• David T Renko