Ronald Gelok (CRD# 1403352) is an Investment Advisor Representative working at Ronald Gelok & Associates, LLC in Naples, FL and has over 21 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rga Advisory LLC | Guaynabo, San Juan, PR | Nov 2018 - Current | 5 |
| Ronald Gelok & Associates LLC | Parsippany, NJ | Oct 2017 - Current | 6 |
| Ronald Gelok & Associates | Parsippany, NJ | Jan 2012 - Current | 12 |
| Ronald A Gelok Jr Attorney-at-law | Edison, NJ | Jun 1996 - Current | 27 |
| Ronald A Gelok Jr Inc. | Edison, NJ | Nov 1993 - Current | 30 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Dec 2019 - Mar 2020 | < 1 |
| Gf Investment Services, LLC | Sarasota, FL | Jun 2010 - Dec 2017 | 7 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jun 2010 - Dec 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- NJ
- TX
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Total Assets Under Management63MILLIONS
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Total Number of Accounts250ACCOUNTS
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Average Account Value$252,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, TX
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