Ronald Degregorio
Ronald Degregorio is a CFP, ChFC-designated registered investment advisor at Penfacs Financial Services, based in Southborough, MA, with 51 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 19 clients with $23M 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 | 1.00% |
Annual fees range between 0.50% and 1.00% depending on asset value, service complexity, and administration level. Fees are billed quarterly in arrears.
Fee Estimator
Location
337 Turnpike Road, Suite 203, Southborough, MA, 01772
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 →Other Business ActivitiesSells Insurance
Ronald owns 100% of Penfacs Financial Services, a registered investment advisor involved in the sale of accident and health insurance, fixed life and annuities, disability insurance, and viaticals. He spends about 15 hours per week on retirement planning and asset management; Ronald also spends about 15 hours per week as Chairman of the Board of USA Hockey and a council member of the International Ice Hockey Federation.
Employment History
Current Registrations
Penfacs Financial Services
Previous Registrations
The New Penfacs INC.Broker
Pen Facs Financial Services
Curbstone Financial Management CorporationBroker
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
Chubb Securities CorporationBroker
Princor Financial Services CorporationBroker
Moors & Cabot, INC.Broker
J. T. Moran & CO., INC.Broker
Pen Facs Financial Services
Buttonwood Securities Corporation of MassachusettsBroker
Princor Financial Services CorporationBroker
F. L. Putnam & Company, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
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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