RG
RG

Ronnyjane Goldsmith

27 Years of Experience
Washington, DC
1 DisclosureBrokerSells Insurance

Ronnyjane Goldsmith is a registered investment advisor, based in Washington, DC, with 27 years of industry experience.

Location

801 18th Street NW, Suite 1000, Washington, DC, 20006

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
September 2006
Denied
Other Business ActivitiesSells Insurance

Ronnyjane is an investment advisor rep for Steward Partners Investment Advisory, LLC and an insurance agent for Steward Partners Global Advisory, LLC, though she dedicates no time to these activities. She also owns a support company/DBA called Goldsmith Group of Steward Partners and is an author, dedicating minimal time to writing a book about alumni from City College of New York.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
May 2019 - May 2022 · 3 yrs
Morgan Stanley
June 2009 - May 2019 · 9 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2019 · 9 yrs 11 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1998 - November 2008 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - November 2008 · 10 yrs 2 mos
State Registrations18 states
AZCACTDCFLIDKSMAMDMOMTNCNJNYORPATXWA
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.
Ronnyjane Goldsmith - Financial Advisor | TrueAdvisor