Ronnie Soto
Ronnie Soto is a registered investment advisor at Cetera Investment Advisers LLC, based in Salem, OR, with 18 years of industry experience. Ronnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Salem, OR
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronnie owns Ronnie J Soto, LLC for tax purposes, spending minimal time on it. He also works as an insurance agent selling various insurance products and owns Plan with Clearpath and Clearpath Financial Strategies, both DBAs for financial services, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Paulson Investment Company, INC.Broker
Chatfield Dean & CO., INC.Broker
Atlanta-One, INC.Broker
State Registrations6 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.