Ronald Swanick (CRD# 2494653) is an Investment Advisor Representative working at Brownstone Financial Group LLC in Londonderry, NH and has over 29 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4046712
Stonehearth Capital Management
CRD# 2926249
Sachetta, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Brownstone Financial Group LLC | Londonderry, NH | Jan 2022 - Current | 2 |
Abc Financial | Londonderry, NH | Nov 2019 - Current | 4 |
Simplicity Wealth, LLC | Summit, NJ | Nov 2019 - Feb 2024 | 4 |
Unemployed | Londonderry, NH | Mar 2019 - Nov 2019 | < 1 |
Gwfs Equities, Inc. | Greenwood Village, CO | Sep 2018 - Feb 2019 | < 1 |
New York Life Insurance Company | Parsippany, NJ | Mar 2013 - Sep 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1995 |
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- MA
- NH
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$86,699
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA, NH
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