Rene De Charon has been an investment adviser representative at American Money Management since June 2021, and is not listed among the firm’s executive officers or direct owners. Rene De Charon holds a Bachelor of Science in Business Administration from San Diego State University.
American Money Management, LLC is a Rancho Santa Fe, CA firm with $844M under management, 832 clients and 11 advisers across 5 offices, as of its March 2026 filing.
René de Charon is Financial Planner, Investment Advisor of American Money Management, LLC. He was a founding principal of Wealth Quest Partners, Inc. before joining American Money Management, LLC. He has over 30 years of experience in the financial services industry, including 11 years in commercial banking in auditing and operations and work as a loan officer and branch sales manager in mortgage banking.
Rene De Charon’s longest registration was 15 years at Harrison - De Charon, L.L.C. (2000–2015). Before joining American Money Management in 2021, Rene De Charon was registered through Wealth Quest Partners, Inc. and Harrison - De Charon, L.L.C.
- – present · 5 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 115357
- Wealth Quest Partners, Inc.– · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 173545
- Harrison - De Charon, L.L.C.– · 15 yearsSan Diego, CA · Adviser representative · Firm CRD 128439
Professional designations
Listed by American Money Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Rene De Charon is registered as an investment adviser representative in California, since June 2021.
- CaliforniaSince 23 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 October 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 October 1994 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Rene Paul De Charon
- CRD
- 2546809
- Firm
- American Money Management · CRD 115357
- Office
- 14249 RANCHO SANTA FE FARMS ROAD, Rancho Santa Fe, CA 92067
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amminvest.com
Where does Rene De Charon work?
Rene De Charon is an investment adviser representative registered through American Money Management, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Rene De Charon a financial advisor?
Yes. Rene De Charon has a current investment-adviser registration in California, through American Money Management since June 2021.
How many years of experience does Rene De Charon have?
Rene De Charon has 26 years in the financial industry, since September 2000, across 3 adviser firms.
What exams has Rene De Charon passed?
Rene De Charon has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in October 1994.
Where did Rene De Charon work before American Money Management?
Before American Money Management, Rene De Charon was registered through Harrison - De Charon, L.L.C., September 2000 to November 2015.
Where is Rene De Charon based?
Rene De Charon’s registered office is in Rancho Santa Fe, CA.
Is Rene De Charon registered with FINRA?
No. Rene De Charon has no current broker registration.
Is Rene De Charon a CFP?
American Money Management lists Rene De Charon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rene De Charon’s record?
Search CRD 2546809 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rene De Charon’s full registration record.