RR
RR

Ronald James Reinstein

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Loading...

Location

305 Spindrift Drive, Williamsville, NY, 14221

Get directions

History

Regulatory History
Clean regulatory record

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 teaches community education classes and works as a Social Security claiming strategist, dedicating minimal time to each. He is also an insurance agent selling life, health, and long-term care insurance, spending minimal time on this activity.

Employment History
Current Registrations
Blackridge Asset Management, LLC
August 2018 - Present · 7 yrs 6 mos
Independent Solutions Wealth Management, LLC
September 2015 - Present · 10 yrs 5 mos
Peak Brokerage Services, LLCBroker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Next Financial Group, INC.
December 2014 - September 2015 · 9 mos
Next Financial Group, INC.Broker
March 2011 - September 2015 · 4 yrs 6 mos
MML Investors Services, LLCBroker
January 2011 - March 2011 · 2 mos
Securities America, INC.Broker
March 2010 - January 2011 · 10 mos
New England SecuritiesBroker
September 2005 - March 2010 · 4 yrs 6 mos
State Registrations10 states
FLGAHILAMANCNYPAVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.