Ronald Blau (CRD# 3043949) is an Investment Advisor Representative working at Capital Synergy Partners in Scottsdale, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Capital Synergy Partners, Inc. | Irvine, CA | May 2011 - Current | 12 |
National Life Group | Monpelier, VT | Feb 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1998 |
S65 | NASAA Investment Advisors Law Examination | May 2006 |
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Total Assets Under Management60MILLIONS
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Total Number of Accounts352ACCOUNTS
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Average Account Value$169,870
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CT, DC, FL, GA, IA, ID, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NV, OH, OK, OR, PA, SC, TX, WI
Registered Representative of and Securities products offered though Capital Synergy Partners, Member FINRA/SIPC 4400 MacArthur Blvd. Suite 230 Newport Beach, CA 92660. 888/277-1974. Blau Financial Services and Capital Synergy Partners are Unaffiliated Entities.
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