Ronald Donato
Ronald Donato is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cherry Hill, NJ, with 28 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
900 North Kings Highway, Suite 101, Cherry Hill, NJ, 08034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is a Director of Financial Services at Alloy Silverstein Financial Services, Inc., a full-time position. He also facilitates Equity Indexed Annuity sales, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Valley Forge Asset Management, LLC
Valley Forge Asset Management, LLCBroker
State Registrations21 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.