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Ralph Rosamilia

18 Years of Experience
Morristown, NJ

Ralph Rosamilia is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 18 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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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 Activities

Ralph uses Private Advisor Partners as the business name for his investment advice services through Private Advisor Group, LLC. He is also a Director of The Leadership Program and Vice President of The Leadership Group, which provides after school programs to New York City school children.

Employment History
Current Registrations
Private Advisor Group, LLC
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Chatham Wealth Management, LLC
August 2009 - June 2010 · 10 mos
Chatham Wealth Management
February 2008 - January 2015 · 6 yrs 11 mos
State Registrations2 states
FLNJ
Advisor

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.
Ralph Rosamilia - Financial Advisor | TrueAdvisor