Ronald Portnoi
Ronald Portnoi is a registered investment advisor at Wells Fargo Advisors, based in Watchung, NJ, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Watchung, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2015Customer Dispute
May 2014Other Business Activities
Ronald has a 20% ownership in Hub Advisors LLC and 100% ownership in RBP Financial Services Inc. He spends about a quarter of his time (50 hours per month) on RBP Financial Services, with 40 of those hours during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Liberty Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
State Registrations40 states
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