Unclaimed Profile

Richard Alan Renwick

PRW WEALTH MANAGEMENT LLC·QUINCY, Massachusetts

Clean recordPRW WEALTH MANAGEMENT LLC

1 PINE HILL DRIVE, QUINCY, MA 02169CRD# 1220166Firm CRD# 284669

Profile Verification

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

Identity

Richard Alan Renwick · QUINCY, MA

Registration

CRD #1220166 · PRW WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Alan Renwick is a registered financial advisor based in QUINCY, Massachusetts, affiliated with PRW WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRW WEALTH MANAGEMENT LLC

AUM

$512M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRW WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1220166

Firm CRD# 284669

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Alan Renwick offer?

Richard Alan Renwick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in QUINCY, Massachusetts for a consultation.

What are Richard Alan Renwick's credentials?

Richard Alan Renwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Alan Renwick located?

Richard Alan Renwick is based in QUINCY, Massachusetts, working with PRW WEALTH MANAGEMENT LLC. Their office serves clients in the QUINCY metropolitan area and surrounding communities.

How does Richard Alan Renwick charge for services?

Richard Alan Renwick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRW WEALTH MANAGEMENT LLC?

PRW WEALTH MANAGEMENT LLC has approximately 13 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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