Ronald Wall
Ronald Wall is a registered investment advisor at Stratos Wealth Partners, LTD, based in Gladwyne, PA, with 34 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.
Fee Estimator
Location
Gladwyne, PA
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Regulatory History (1)
Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Ronald works as an insurance agent selling and servicing fixed insurance products, life insurance, and fixed annuities. He dedicates minimal time to these activities.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
Investec Pmg CapitalBroker
Pennsylvania Merchant Group LTD.Broker
Schroder Wertheim & CO. IncorporatedBroker
State Registrations2 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.
Exams
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