RT
CFP
RT
CFP

Ronald Taraborrelli

29 Years of Experience
Marlton, NJ
1 DisclosureSells Insurance

Ronald Taraborrelli is a CFP-designated registered investment advisor at Stratos Wealth Advisors LLC, based in Marlton, NJ, with 29 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 4,979 clients with $4.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Advisors (SWA) offers investment management through advisor-managed accounts. You'll pay a management fee, plus transaction charges for each trade. There may be some investments, like certain mutual funds, where you won't pay transaction fees. The maximum annual advisory fee is 2.0% of your portfolio. In some cases, SWA may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management. A minimum account value of $10,000 is required for advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

10000 Lincoln Drive East Suite 201, Marlton, NJ, 08053

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History

Regulatory History (1)
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Customer Dispute
August 2023
Closed-No Action
Other Business ActivitiesSells Insurance

Ronald prepares individual income tax returns through Intelligent Tax Services, dedicating a few hours per week. He also works full-time as an investment advisor representative at Synergy Wealth Management and spends a few hours per week selling fixed annuities and life insurance.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Vanguard Advisers, INC.
February 2019 - October 2024 · 5 yrs 8 mos
Vanguard Marketing CorporationBroker
February 2019 - October 2024 · 5 yrs 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - January 2019 · 6 mos
Strategic Advisers LLC
June 2014 - July 2018 · 4 yrs 1 mo
Strategic Advisers, INC.
October 2011 - June 2014 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
October 2011 - January 2019 · 7 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2001 - September 2011 · 10 yrs 6 mos
First Union Securities, INC.Broker
October 2000 - March 2001 · 5 mos
First Union Brokerage Services, INC.Broker
April 2000 - October 2000 · 6 mos
Vanguard Marketing CorporationBroker
January 1997 - February 2000 · 3 yrs 1 mo
Nylife Securities INC.Broker
September 1996 - February 1997 · 5 mos
State Registrations2 states
NJTX
Advisor

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.