Ronald Donato is a CFP-designated registered investment advisor, based in Cherry Hill, NJ, with 28 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold.
Location
900 North Kings Highway, Suite 101, Cherry Hill, NJ, 08034
Get directionsHistory
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.
Exams
More Advisors
- James Stahl, CFP, ChFCLPL Financial LLC
- Mark Ciarelli, CFPAmeritas Advisory Services, LLC
- Christopher Cohen, CFPBcg Securities, INC.
- Jennifer Cucinotta, CFP, ChFCLPL Financial LLC
- John Macaulay, CFPMcadam LLC
- Eli Saline, CFP, ChFCLPL Financial LLC