RD
RD
Ronald D'antoni
28 Years of Experience
White Plains, NY
2 DisclosuresBroker
Ronald D'antoni is a registered investment advisor at J.P. Morgan Securities LLC, based in White Plains, NY, with 28 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
134 Mamaroneck Ave, White Plains, NY, 10601
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023Denied
Customer Dispute
May 1999Settled
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
November 2014 - Present · 11 yrs 11 mos
J.P. Morgan Securities LLC
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2013 - November 2014 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2013 - November 2014 · 1 yr 8 mos
Bristol Investment Group, INC.Broker
October 2011 - November 2012 · 1 yr 1 mo
European American Equities, INC.Broker
February 2007 - November 2009 · 2 yrs 9 mos
Torsiello Securities, INC.Broker
June 2004 - April 2005 · 10 mos
J.P. Turner & Company, L.L.C.Broker
January 2004 - July 2004 · 6 mos
Josephthal & CO., INC.Broker
February 2001 - December 2001 · 10 mos
Robb Peck Mccooey Clearing CorporationBroker
December 1996 - February 2001 · 4 yrs 2 mos
The Boston GroupBroker
July 1995 - December 1996 · 1 yr 5 mos
Lew Lieberbaum & CO., INC.Broker
December 1994 - July 1995 · 7 mos
D. H. Blair & CO., INC.Broker
October 1992 - December 1994 · 2 yrs 2 mos
Prime Capital Services, INC.Broker
February 1992 - October 1992 · 8 mos
State Registrations25 states
AZCACOCTDCDEFLGAILKYMAMDMNNCNHNJNVNYOHORPARISCTXWV
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.
More Advisors
- Harold Reinstein, CFPJ.P. Morgan Securities LLC
- Luther Stuhlman, CFAJ.P. Morgan Securities LLC
- David KaplanJ.P. Morgan Securities LLC
- Stephen GoldJ.P. Morgan Securities LLC
- Courtney Bosi, CFPJ.P. Morgan Securities LLC
- Michael Nelson, CFPJ.P. Morgan Securities LLC