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Renee Eva Amochaev

Fiscal Wisdom Wealth Management LLC

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About Renee Eva Amochaev

Renee Eva Amochaev is a financial advisor with Fiscal Wisdom Wealth Management LLC. Renee has over 23 years of experience in the financial services industry. She has a Series 7, 63, and 65 license. Renee has worked for several other firms, including Portsmouth Financial Services, Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Renee's current practice focuses on portfolio management for individuals and financial planning.

Firm Information

Renee Amochaev is currently registered with Fiscal Wisdom Wealth Management LLC. Fiscal Wisdom Wealth Management LLC is a registered investment advisor based in Canton, CT. The firm provides financial planning, portfolio management for individuals, educational seminars, and other advisory services. With 13 licensed agents and 13 investment adviser representatives, Fiscal Wisdom manages over $213 million in assets for 2,064 accounts, primarily for individuals other than high-net-worth clients. The firm also acts as a solicitor to other investment advisors.
Fiscal Wisdom Wealth Management LLC

61 MAPLE AVENUE

CANTON, CT 06019

$213.79M

Assets Under Management

Not reported

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor to other ia's

Solicitor to other ia's

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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percentage of assets

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

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other

Solicitor fees

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Renee Amochaev’s Registration & Firm History

CT

09/02/2020 - Present

Fiscal Wisdom Wealth Management LLC (CANTON CT)

CA

09/16/2013 - 12/31/2022

PORTSMOUTH FINANCIAL SERVICES (SANTA ROSA CA)

CA

07/26/2004 - 09/20/2013

WELLS FARGO ADVISORS, LLC (SANTA ROSA CA)

NY

03/22/2000 - 08/05/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/12/1999 - 03/23/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Renee Eva Amochaev. Review regulatory record here.
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