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Ronald Joseph Weintraub

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
654 clients
Average Client Portfolio
$637K average
Assets Under Management
$416.9M

Fee Structure

Minimum Investment:$25K
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Location

Kentfield, CA

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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.

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Other Business ActivitiesSells Insurance

Ronald owns a permanent and temporary employment agency since 1996, dedicating a few hours per week to oversight. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 1997 and is compensated via insurance commission.

Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Workman Securities Corporation
December 2007 - July 2011 · 3 yrs 7 mos
American Investors CO
March 1998 - March 2006 · 8 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Ronald Joseph Weintraub - Financial Advisor | TrueAdvisor