Gary Ronan, financial advisor Shrewsbury NJ
90 score

Gary Ronan

CRD Number: 6016201
Current Firm: United Planners' Financial Services Of America A Limited Partner

Gary Ronan (CRD# 6016201) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Shrewsbury, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Mar 2014 - Current 2
Ronan Financial Advisors, LLC Shrewsbury, NJ Nov 2011 - Current 5
American Prosperity Group Shrewsbury, NJ Apr 2011 - Current 5
Gary Ronan Rental Properties Holmdel, NJ Aug 1998 - Current 18
Bcg Securities Delran, NJ Jan 2012 - Mar 2014 2
Unemployed Holmdel, NJ May 2001 - Dec 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Gary W. Ronan
Phone Number: 480-991-0225
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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