Ronald Adamoli, financial advisor Phoenix AZ

Ronald Adamoli

CRD Number: 2851333
Current Firm: Financial Engines Advisors LLC

Ronald Adamoli (CRD# 2851333) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Phoenix, AZ Jun 2018 - Current 1
Caregiver Surprise, AZ Jan 2018 - Jun 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale, AZ Feb 2016 - Jan 2018 1
Bank Of America, N.a. Scottsdale, AZ Feb 2016 - Jan 2018 1
Unemployed Phoenix, AZ Jul 2015 - Feb 2016 < 1
Charles Schwab & Company, Inc. Phoenix, AZ Nov 2005 - Jul 2015 9
Charles Schwab Bank Phoenix, AZ Apr 2008 - Mar 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Aug 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Ronald M. Adamoli
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    181,300
    MILLIONS
  • Total Number of Accounts
    1,405,644
    ACCOUNTS
  • Average Account Value
    $128,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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