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CFP
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CFP

Regis Ruane

Integrity Alliance, LLC
42 Years of Experience
Carnegie, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Regis Ruane is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Carnegie, PA, with 42 years of industry experience. Regis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

912 Washington Avenue, Carnegie, PA, 15106

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Regis works full-time for United Capital Financial Advisors, LLC, providing investment management and financial planning services. He also spends minimal time as an insurance agent for United Capital Risk Management, LLC, processing fixed insurance and annuity business.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
United Capital Financial Advisors
October 2015 - Present · 11 yrs
Previous Registrations
Lion Street Financial, LLCBroker
February 2024 - November 2025 · 1 yr 9 mos
Mercer Allied Company, L.P.Broker
September 2020 - November 2023 · 3 yrs 2 mos
Goldman Sachs & CO. LLCBroker
September 2020 - November 2023 · 3 yrs 2 mos
Cetera Advisor Networks LLCBroker
November 2017 - September 2020 · 2 yrs 10 mos
Cetera Advisor Networks LLC
November 2017 - November 2017 · 0 mos
Girard Securities, INC.
November 2015 - November 2017 · 2 yrs
Girard Securities, INC.Broker
October 2015 - November 2017 · 2 yrs 1 mo
Select Financial Group, LLC
October 2003 - July 2016 · 12 yrs 9 mos
Royal Alliance Associates, INC.Broker
September 2003 - November 2015 · 12 yrs 2 mos
RBC Dain Rauscher INC.
June 2002 - September 2003 · 1 yr 3 mos
RBC Dain Rauscher INC.Broker
March 2002 - September 2003 · 1 yr 6 mos
Tucker Anthony IncorporatedBroker
November 1999 - March 2002 · 2 yrs 4 mos
The Investment Center, INC.Broker
January 1989 - November 1999 · 10 yrs 10 mos
Shearson Lehman Hutton INC.Broker
July 1986 - January 1989 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1984 - July 1986 · 2 yrs 3 mos
State Registrations3 states
FLNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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