Ronald Finer is a registered investment advisor at Finer & Finer, Cpa's, based in Randolph, MA, with 17 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Finer & Finer CPA’s does not manage assets directly. They receive a portion of the advisory fee that Morgan Stanley Smith Barney (MSSB) charges clients they refer. The fee is 25% of what MSSB credits to the Financial Advisor, after deducting fees paid to third-party investment managers and internal management expenses.
Location
12 Lori Lane, Randolph, MA, 02368
Get directionsHistory
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 →Employment History
Current Registrations
Finer & Finer, Cpa's
State Registrations1 state
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.