Unclaimed Profile

Brenda Gray Reny

DAINTREE ADVISORS LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 66Clean record17 years registeredDAINTREE ADVISORS LLC

100 HIGH STREET, BOSTON, MA 02110-1781CRD# 4514296Firm CRD# 153197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brenda Gray Reny · BOSTON, MA

Registration

CRD #4514296 · DAINTREE ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAINTREE ADVISORS LLC

TD PRIVATE CLIENT WEALTH LLC

Mar 2016 – Nov 2019

BOSTON, MA

DAINTREE ADVISORS LLC

Nov 2010 – Sep 2015

BOSTON, MA

DEUTSCHE BANK SECURITIES INC.

Oct 2008 – Dec 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 30, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAINTREE ADVISORS LLC

CRD 153197 · SEC 801-71166

AUM

$1.3B

Regulatory assets under management

Employees

1,386 client accounts

Services offered by DAINTREE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAINTREE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Brenda Gray Reny offer?

Brenda Gray Reny specializes in Financial Planning, Investment Management.

What are Brenda Gray Reny's credentials?

Brenda Gray Reny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda Gray Reny located?

Brenda Gray Reny is based in BOSTON, Massachusetts, last registered with DAINTREE ADVISORS LLC.

How does Brenda Gray Reny charge for services?

Brenda Gray Reny's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAINTREE ADVISORS LLC?

DAINTREE ADVISORS LLC has approximately 27 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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