Unclaimed Profile

Sharon Lee Clifton

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 24, Series 66Clean record22 years registeredRENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

480 E. SWEDESFORD ROAD, WAYNE, PA 19087-1834CRD# 4317558Firm CRD# 172573

Profile Verification

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

Identity

Sharon Lee Clifton · WAYNE, PA

Registration

CRD #4317558 · RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

RZ WEALTH

Sep 2014 – Jan 2021

WAYNE, PA

WFG ADVISORS, LP

Apr 2004 – Jul 2016

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

CRD 172573 · SEC 801-80192

AUM

$147M

Regulatory assets under management

Employees

594 client accounts

Services offered by RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Sharon Lee Clifton offer?

Sharon Lee Clifton specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Sharon Lee Clifton's credentials?

Sharon Lee Clifton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Lee Clifton located?

Sharon Lee Clifton is based in WAYNE, Pennsylvania, last registered with RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC.

How does Sharon Lee Clifton charge for services?

Sharon Lee Clifton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC?

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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