Ronald Savarese, financial advisor Atlanta GA
83 score

Ronald Savarese

CRD Number: 1136277
Current Firm: Lakeview Capital Partners, LLC

Ronald Savarese (CRD# 1136277) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Financial Services Atlanta, GA Jul 2014 - Current 2
Lakeview Capital Partners, LLC Atlanta, GA May 2014 - Current 2
Morgan Stanley Smith Barney Atlanta, GA Oct 2010 - May 2014 3
Ubs Financial Services Inc. Atlanta, GA Oct 1995 - Oct 2010 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Dec 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ronald J. Savarese
Phone Number: 404-841-2224
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,080
    MILLIONS
  • Total Number of Accounts
    2,784
    ACCOUNTS
  • Average Account Value
    $747,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, CT, FL, GA, IL, LA, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA

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BADGES
83

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