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Salvatore Renaldi

David Lerner Associates, Inc.

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About Salvatore Renaldi

Salvatore Renaldi is a financial professional registered with David Lerner Associates, Inc. Salvatore has been active in the financial industry for over 1 year. Salvatore is licensed to sell securities in both Florida and New York. Salvatore is Series 7TO and Series 63 licensed.

Firm Information

Salvatore Renaldi is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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.

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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Salvatore Renaldi’s Registration & Firm History

NY

02/29/2024 - Present

David Lerner Associates, Inc. (SYOSSET NY)

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Licenses & Designations

BC

Issued 04/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Salvatore Renaldi. Review regulatory record here.
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