Ronald Mercatante (CRD# 4256656) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boynton Beach,, FL and has over 23 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2022 - Current | 2 |
| Insurance - Non Variable | Boca Raton, FL | Nov 2005 - Current | 18 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Feb 2016 - Mar 2022 | 6 |
| Kovack Securities, Inc. | Fort Lauderdale, FL | Dec 2006 - Mar 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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