Renee Danielle Pepia

Employer firm

The Private Client Advisory Group, LLC CRD 311221

$57.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2015 → 05/2017
  Unemployed
  Staten Island, NY
• 05/2017 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 07/2019
  The Private Client Advisory Group Llc
  Manasquan, NJ
• 02/2018 → 07/2019
  Lpl Financial Llc
  Red Bank, NJ
• 07/2019 → 06/2021
  Unemployed
  Freehold, NJ
• 06/2021 → Present
  The Private Client Advisory Group Llc
  Manasquan, NJ
• 08/2021 → Present
  Lpl Financial, Llc
  Manasquan, NJ

Previous Registrations

• 2018-02-14 → 2019-07-09
  Lpl Financial Llc
  Manasquan, NJ
• 2017-05-25 → 2018-02-14
  Invest Financial Corporation
  Red Bank, NJ
• 2015-01-08 → 2015-06-22
  Vanderbilt Advisory Services
  New York, NY
  Woodbury, NY
• 2011-05-19 → 2014-11-25
  Morgan Stanley
  New York, NY
  New York, NY

Other Businesses

LPL Financial LLC; Investment Related; Manasquan, NJ; Registered Assistant; Started 08/2021; 20 hour/MO; 20 hour/MO during securities trading hours; duties include firm compliance and operational activities.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-08

Designations

• Certified Financial Planner

Other Names

• Renee Danielle Leotta