Ronald Bates, financial advisor Mayfield Heights OH

Ronald Bates

CRD Number: 2713953
Current Firm: St. Clair Advisors, LLC

Ronald Bates (CRD# 2713953) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Ronald Bates 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
St. Clair Advisors, LLC Mayfield Heights, OH Jan 2012 - Current 12

Ronald Bates has no recent exams reported.
Contact Info for Ronald E. Bates
Phone Number: 440-925-5670
Registered State(s):
  • FL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    744
    MILLIONS
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $1,287,343
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, OH, TX

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