Best Investors Account Sign in
Current Employers
The Private Client Advisory Group, Llc

2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-06-10
  • NJ RA
    APPROVED
    Since 2021-06-10

Branch Locations

2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Staten Island NY 07/2015 05/2017
Invest Financial Corporation Tampa FL 05/2017 02/2018
The Private Client Advisory Group Llc Manasquan NJ 02/2018 07/2019
Lpl Financial Llc Red Bank NJ 02/2018 07/2019
Unemployed Freehold NJ 07/2019 06/2021
The Private Client Advisory Group Llc Manasquan NJ 06/2021 Present
Lpl Financial, Llc Manasquan NJ 08/2021 Present
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-08
  • S66 Uniform Combined State Law Examination
    2009-06-08
Designations
Other Names
  • Renee Danielle Leotta

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Manasquan, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor