Cynthia J. Renzi

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 08/2005 → 09/2016
  Scottrade, Inc.
  Richmond, VA
• 12/2016 → 06/2018
  Wells Fargo Clearing Services Llc
  Newark, DE
• 07/2018 → 12/2023
  Raymond James Financial Services, Inc.
  Saint Petersburg, FL
• 10/2018 → 12/2023
  Raymond James Financial Services Advisors Inc.
  St Petersburg, FL
• 01/2024 → Present
  Raymond James & Associates
  Saint Petersburg, FL

Previous Registrations

• 2018-11-05 → 2024-01-23
  Raymond James Financial Services Advisors, Inc
  St Petersburg, FL
• 2017-12-13 → 2018-06-19
  Wells Fargo Clearing Services, Llc
  Newark, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-13
• S63 Uniform Securities Agent State Law Examination
  2007-05-10

Other Names

• Cynthia J Renzi
• Cynthia J Reger
• Cynthia J Reger
• Cynthia J Love
• Cynthia J. Love