Brian Penrose

Advisor at Edward Jones

Updated today

Location

Lake Placid, NY 12946-1112

Credentials

Series 66

Industry experience

1 year

About

Brian Penrose is a financial advisor with Edward Jones in Lake Placid, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Specialty Fabricators and spent 27 years at Corporate Service Solutions Inc., a construction business he continues to oversee on an as-needed basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1927 Saranac Ave, Suite 400

Lake Placid, NY 12946-1112

Most active in

New York

Work history

Edward Jones

2024 - Present (2 years)

Specialty Fabricators

2023 - 2024 (1 year)

Corporate Service Solutions Inc.

1997 - 2024 (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel M

Series 65

Saranac Lake, NY

Fiorile & Associates, LLC

Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.

Wealth management General estate planning guidance General tax planning Options & derivatives strategies
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Joseph F

PFS™, Series 66

Saranac Lake, NY

Fiorile & Associates, LLC

Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.

Wealth management General estate planning guidance General tax planning Options & derivatives strategies
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Stephen D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Stephen Duttenhofer is a financial advisor at Renaissance Macro Research LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Renaissance-affiliated entities since 2011. Duttenhofer is also an owner and employee of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and sophisticated individual investors through a tiered subscription service. The firm uses a proprietary methodology combining economic, policy, portfolio strategy, and quantitative analysis to deliver customized reports and multimedia content without managing client assets.

Factor investing / smart beta
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Jeffrey D

CFA®, Series 63

Lake Placid, NY

Renaissance Macro Research LLC

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Factor investing / smart beta
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Indraneil D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Factor investing / smart beta
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Eric B

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Factor investing / smart beta
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