Ronald Eleveld
Ronald Eleveld is a registered investment advisor at Osaic Wealth, INC., based in Windsor, CT, with 44 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
880 Palisado Avenue, Windsor, CT, 06095
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Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Ronald is involved in several business activities, including an insurance agency, a tax preparation service, and a registered investment advisory firm. He also dedicates time to charitable foundations, the Rotary Club, and serves as an elected town councilor, while also owning a sole proprietorship with several websites.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Financial Advantage Advisors CO.
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Securities America, INC.Broker
Buell Securities CORP.Broker
E. T. Andrews & CO., INC.Broker
Buell Securities CORP.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.