Aaron Theo Reyer

Employer firm

Renaissance Wealth Management, LLC CRD 174693

$49.1M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → 11/2023
  Fsc Securities Corporation
  Bethlehem, PA
• 12/2012 → Present
  Renaissance Wealth Management, Llc
  Bethlehem, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Macungie, PA

Previous Registrations

• 2004-06-25 → 2022-07-19
  Fsc Securities Corporation
  Bethelem, PA
  Bethlehem, PA
  Macungie, PA
  Macungie, PA
• 2012-04-23 → 2014-04-17
  Maryland Financial Group, Inc.
  Rockville, MD
• 2008-09-26 → 2009-04-01
  Strategic Wealth Advisors Group
  Bethlehem, PA

Other Businesses

1) RENAISSANCE WEALTH MANAGEMENT LLC; POSITION: VP and IAR NATURE: Independent RIA which was approved by the state on 3/18/2016. Our 3040 approval from FSC was on 3/24/2106 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 03/24/2016; ADDRESS: 4510 Bath Pike, Suite 200, Bethlehem PA 18017; DESCRIPTION: Trading, Portfolio Management and analysis, compliance, client interaction. 2) INDEPENDENT LISCENCED INSURANCE AGENT (ALREADY DISCLOSED ON U4) POSITION: rep NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/06/2004 ADDRESS: 4510 Bath Pike Suite 200, Bethlehem PA 18017, United States DESCRIPTION: sales of insurance 3) WTF VENTURES POSITION: Partner - NATURE: Partnership - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 08/10/2009 ADDRESS: 1621 Central Ave, Cheyenne WY 82001, United States DESCRIPTION: My partners and I decided on domain names to buy sell and monetize. 4) FAMILY PROMISE OF LEHIGH VALLEY POSITION: Board Member NATURE: non profit/charity INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: 1346 Hamilton St, Alentown PA 18102, United States DESCRIPTION: I will sit on the Finance Committee for the organization. The Finance Committee provides financial analysis, advice, and oversight of the organizations budget. Their responsibility is to ensure the organization is operating with the financial resources it needs to provide programs and services to the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-14
• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Other Names

• Aaron T Reyer