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Ronald Fuchsman

27 Years of Experience
Rockville, MD
1 DisclosureBroker

Ronald Fuchsman is a registered investment advisor at Raymond James & Associates, INC., based in Rockville, MD, with 27 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2101 Gaither Road, Park Plaza I, Suite 100, Rockville, MD, 20850

Get directions

History

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.
Customer Dispute
November 2019
Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2026 - Present · 1 mo
Raymond James & Associates, INC.
September 2026 - Present · 1 mo
Wells Fargo Advisors
February 2011 - Present · 15 yrs 8 mos
Wells Fargo Clearing Services, LLC
October 2000 - Present · 26 yrs
Wells Fargo Clearing Services, LLCBroker
October 2000 - Present · 26 yrs
Previous Registrations
First Union Brokerage Services, INC.Broker
October 1999 - October 2000 · 1 yr
First Union Brokerage Services, INC.Broker
June 1998 - February 1999 · 8 mos
State Registrations35 states
ALARAZCACOCTDCDEFLGAHIIDILINMAMDMIMONCNJNVNYOHORPARISCSDTNTXVAWAWIWVWY
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.
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