Matthew Cianci is a registered investment advisor at Ruggiero Investments, based in Port Jefferson, NY, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 399 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable. Pension consulting has a separate fee schedule ranging from 1.25% to 2.50% depending on assets.
Fee Estimator
Location
407 E. Main St., Suite 3, Port Jefferson, NY, 11777
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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 Activities
Matthew co-owns two rental properties and dedicates minimal time to each. He also has a real estate investing business, is a passive investor in an RV park, and has two venture capital investments.
Employment History
Current Registrations
Ruggiero Investments
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
UBS Securities LLCBroker
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.
Exams
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