Brad Nicholas Zoltak
Investment adviser representative at Renaissance Investment Management
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
Are you Brad Nicholas Zoltak? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Renaissance Investment ManagementJan 2019 to now
- Clear Arc Capital ManagementMay 2013 to Dec 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (KY).
Renaissance Investment Management
Legal name: The Renaissance Group LLC
$2.9BAssets managed
1,983Clients
8Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4634599
- Firm CRD
- 105916