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Advisors / New York / New York
22yrs

Andre Renzo

Financial advisor at Aegis Capital

Andre Renzo is a fiduciary financial advisor in New York, New York, with 22 years in the industry. Andre joined Aegis Capital in 2019, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and hourly fees.

One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.

New York, NY 10105Fiduciary advisor
Call the officeDirections

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 73% of advisors in New York
Office1345 Avenue Of The Americas 27th Floor, New York, NY 10105
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$508,532
Advisors at the firm101
States licensed ?1 state

Services through Aegis Capital

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2019 – now

Questions to ask Andre

Tailored to Andre’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Andre

How do I contact Andre?

Call Aegis Capital at (212) 813-1010 and ask for Andre Renzo. Andre works from the New York, NY office.

How long has Andre been a financial advisor?

Andre has been in the industry since 2004, about 22 years. More experience than 73% of advisors in New York.

What licenses does Andre hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Andre a fiduciary?

Andre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Andre paid?

Aegis Capital reports being paid by a percentage of the assets they manage, hourly fees. Ask Andre for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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