Investment adviser representative · Blbb Advisors
Zachary J. Renna
CRD 6610025 · Montgomeryville, PA
At a glance
Zachary J. Renna is an investment adviser representative with Blbb Advisors in Montgomeryville, PA, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Certified Financial Planner.
Current advisory firm
- Blbb AdvisorsSince March 2026Montgomeryville, PA · $3.3B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zachary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Robert M. Flood IIIMontgomeryville · Chartered Financial Consultant
- Brian P. GallagherMontgomeryville · Certified Financial Planner
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