Mark James Renzi

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2001 → 01/2017
  Fidelity
  Smithfield, RI
• 04/2017 → 10/2019
  Nylife Securities Llc
  Frisco, TX
• 03/2017 → 10/2019
  New York Life Insurance Company
  Frisco, TX
• 10/2019 → 12/2021
  The Prudential Insurance Company Of America
  Irving, TX
• 10/2019 → 12/2021
  Pruco Securities, Llc
  Irving, TX
• 03/2022 → Present
  The Vanguard Group, Inc.
  Plano, TX
• 01/2022 → 03/2022
  Unemployed
  Keller, TX
• 03/2022 → Present
  Vanguard Marketing Corporation
  Plano, TX
• 05/2022 → Present
  Vanguard Advisers, Inc.
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-05-23
• S63 Uniform Securities Agent State Law Examination
  2003-06-17

Other Names

• Mark J. Renzi
• Mark J. Renzi
• Mark J Renzi
• Mark James Renzi
• Mark Renzi