Stephen James Rennard
Investment adviser representative at Mycio Wealth Partners, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Mycio Wealth Partners, LLCDec 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mycio Wealth Partners, LLC
$15.8BAssets managed
943Clients
34Advisers
21 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
- 5667708
- Firm CRD
- 134436