![Joseph Ronan, financial advisor New York NY](/img/ws/profile-blank-sq.png)
Joseph Ronan (CRD# 6256354) is an Investment Advisor Representative working at New York Life Investment Management LLC in New York, NY and has over 8 years of experience in the finance industry.
![Brian Abbondandolo, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 6255377
Abbondandolo Wealth Management Corp
CRD# 2915697
Abbondandolo Wealth Management Corp
![Christine Abbott, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 5241462
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
New York Life | New York, NY | Jan 2017 - Current | 7 |
Fitness International | Holmdel, NJ | Sep 2010 - Current | 13 |
Morgan Stanley Smith Barney LLC | Short Hills, NJ | May 2016 - Jan 2017 | < 1 |
Morgan Stanley Smith Barney LLC | Short Hills, NJ | Jul 2015 - May 2016 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jersey City, NJ | Sep 2013 - Jun 2015 | 1 |
Real Gymm | Keyport, NJ | Jan 2009 - Jan 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- NJ
-
Total Assets Under Management99,286MILLIONS
-
Total Number of Accounts1,160ACCOUNTS
-
Average Account Value$85,591,698
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.