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Matthew David Renov

Bleakley Financial Group, LLC

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About Matthew David Renov

Matthew Renov is an investment advisor representative with Bleakley Financial Group, LLC. Matthew is a licensed advisor in the state of New Jersey and is also registered as an Investment Advisor Representative in New York, Pennsylvania, Texas, and Virginia. Matthew has been in the securities industry for over 7 years and holds the Series 66, Series 7, and SIE exams. His focus is on providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Matthew is also licensed as an insurance agent.

Firm Information

Matthew Renov is currently registered with Bleakley Financial Group, LLC. Bleakley Financial Group, LLC is an independent financial advisory firm with over $9 billion in assets under management. The firm offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Bleakley serves individuals, families, businesses, and institutions. The firm is headquartered in Fairfield, NJ, and has over 80 licensed agents and advisors.
Bleakley Financial Group, LLC

100 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$9.18B

Assets Under Management

15

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-investment consulting/implementation services

Non-investment consulting/implementation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Renov’s Registration & Firm History

NJ

10/31/2022 - Present

Bleakley Financial Group, LLC (FAIRFIELD NJ)

NJ

03/15/2016 - 11/01/2017

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 05/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew David Renov.
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