Renee Anne Benoit

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2016 → 06/2017
  The Strategic Financial Alliance
  Atlanta, GA
• 01/2016 → 06/2017
  Snyder Financial Group
  Tampa, FL
• 07/2017 → 11/2018
  Signator Inv Inc
  St Petersburgh, FL
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2017-08-09 → 2018-11-02
  Signator Investors, Inc.
  St. Petersburg, FL
• 2016-01-15 → 2017-07-11
  The Strategic Financial Alliance, Inc.
  Tampa, FL
• 2008-01-24 → 2016-01-04
  Invest Financial Corporation
  Appleton, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-04
• S63 Uniform Securities Agent State Law Examination
  1990-10-19

Designations

• Certified Financial Planner

Other Names

• Renee Anne Allard
• Renee Anne Benoit
• Renee Anne Harris
• Renee Anne Maloney