Ronald Crudo
Ronald Crudo is a registered investment advisor at Cetera Investment Advisers LLC, based in Sea Girt, NJ, with 24 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
800 the Plaza Unit 6/7, Sea Girt, NJ, 08750
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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 an insurance agent selling fixed insurance products since 2018, dedicating a few hours per week. He is also a financial advisor with Rosso Financial Group since March 2024, spending nearly full-time hours meeting with prospects and clients for financial planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Evergreen Investment Services, INC.Broker
Alliancebernstein Investment Research and Management, INC.Broker
State Registrations3 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.