Ronald Wyatt, financial advisor Canonsburg PA
96 score

Ronald Wyatt

CRD Number: 1941761
Current Firm: United Capital Financial Advisers

Ronald Wyatt (CRD# 1941761) is an Investment Advisor Representative working at United Capital Financial Advisers in Canonsburg, PA and has over 27 years of experience in the finance industry. Ronald Wyatt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Jan 2014 - Current 2
Jfs Wealth Advisors, LLC Hermitage, PA Sep 2009 - Jan 2014 4
Wachovia Securities, LLC Pittsburgh, PA Jun 2002 - Sep 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Ronald P. Wyatt
Phone Number: 949-999-8500
Registered State(s):
  • FL
  • NH
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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