Douglas Rongo, financial advisor Charlotte NC

Douglas Rongo

CRD Number: 4273720
Current Firm: Millennium Investment And Retirement Advisors, LLC

Douglas Rongo (CRD# 4273720) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.

Similar Advisors
Jason Moore, financial advisor Charlotte NC
Jason N. Moore
CRD# 5182920
Moore Investment Partners, LLC
Similar Advisors
Scott Biedrycki, financial advisor Charlotte NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Company Name Location Dates Years
Millennium Investment And Retirement Advisors, LLC Hickory, NC Jun 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Feb 2007 - Jun 2022 15
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2007 - Jun 2022 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Douglas A. Rongo
Phone Number: 704-743-3335
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,659
    MILLIONS
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $2,360,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IL, MD, NC, NJ, NY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.