RM
RM

Ronnie Massey

23 Years of Experience
Bayonne, NJ
1 Disclosure

Ronnie Massey is a registered investment advisor at Massey Financial, based in Bayonne, NJ, with 23 years of industry experience. Ronnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 3 clients with $4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$4.0M

Fee Structure

Minimum Investment:None

Massey Financial charges a percentage of the amount you invest. The annual fee ranges from 0.50% to 2.50%, and may be negotiable depending on your circumstances. You may also pay additional advisory fees to a third-party money manager depending on which manager you select.

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Location

Bayonne, NJ

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History

Regulatory History (1)
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Customer Dispute
July 2003
Denied
Employment History
Current Registrations
Massey Financial
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Massey Financial
April 2015 - December 2016 · 1 yr 8 mos
Quest Capital Strategies, INC.
January 2007 - April 2015 · 8 yrs 3 mos
Newbridge Financial Services Group, INC.
January 2005 - June 2006 · 1 yr 5 mos
Citigroup Global Markets INC.
April 2001 - July 2004 · 3 yrs 3 mos
State Registrations1 state
NJ
Advisor

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.