Ronald Scalera, financial advisor Farmingville NY
87 score

Ronald Scalera

CRD Number: 3174999
Current Firm: Planmember Securities Corporation

Ronald Scalera (CRD# 3174999) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA May 2012 - Current 4
D & E Financial Services, Inc. Akron, OH Dec 1998 - Current 18
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Apr 2012 3
Securities America, Inc. Akron, OH Jan 2009 - Apr 2012 3
Brecek & Young Advisors, Inc. Folsom, CA Mar 2001 - Jan 2009 7

Ronald Scalera has no recent exams reported.
Contact Info for Ronald L. Scalera
Phone Number: 805-684-1199
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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