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Rebecca Moore Renninger

Independence Asset Advisors, LLC

Wynnewood, PA

CRD 6955890

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Employer firm

Independence Asset Advisors, LLC CRD 152963

$2.19B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Independence Asset Advisors, Llc

308 E. Lancaster Avenue Suite 305, Wynnewood, PA 19096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-05-19
  • PA RA
    APPROVED
    Since 2018-05-19

Branch Locations

308 E. Lancaster Avenue Suite 110, Wynnewood, PA 19096 • 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
Independence Asset Advisors Wynnewood PA 06/2017 Present
Sabbatical Wynnewood PA 06/2016 05/2017
  • 06/2017 → Present
    Independence Asset Advisors
    Wynnewood, PA
  • 06/2016 → 05/2017
    Sabbatical
    Wynnewood, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-28
  • S65 Uniform Investment Adviser Law Examination
    2017-12-28

View on SEC IAPD

Nearby Firms

CONSERVEST CAPITAL ADVISORS INC
MAINLINE INVESTMENT ADVISERS, LLC
MERION REALTY ADVISERS, LLC

Nearby Investors

CHRISTINA FRANCESCA COPELAND
DAVID JON LORINE
WILLIAM MACLAY HALL

Nearby Offices

CONSERVEST CAPITAL ADVISORS INC · WYNNEWOOD, PA
INDEPENDENCE ASSET ADVISORS, LLC · WYNNEWOOD, PA
MAINLINE INVESTMENT ADVISERS, LLC · WYNNEWOOD, PA

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