Ronald Reale is a registered investment advisor, based in Gilboa, NY, with 29 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Gilboa, NY
Get directionsHistory
Regulatory History (1)
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.
Criminal
January 1976Final Disposition
Other Business Activities
Ronald provides tax preparation and accounting services since 1992. He spends about 10-20% of his time preparing tax returns and providing general accounting services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
December 2023 - September 2025 · 1 yr 9 mos
Avantax Investment Services, INC.Broker
June 1998 - September 2025 · 27 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1993 - March 1994 · 1 yr 2 mos
Equico Securities, INC.Broker
January 1993 - March 1994 · 1 yr 2 mos
State Registrations4 states
FLNJNYPA
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.