Gary Ronan, financial advisor Shrewsbury NJ
93 score

Gary Ronan

CRD Number: 6016201
Current Firm: Horter Investment Management, LLC

Gary Ronan (CRD# 6016201) is an Investment Advisor Representative working at Horter Investment Management, LLC in Shrewsbury, NJ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Feb 2018 - Current < 1
Alicorn Financial Group Shrewsbury, NJ Jan 2018 - Current < 1
Ronan Financial Advisors, LLC Shrewsbury, NJ Nov 2011 - Current 6
Gary Ronan Rental Properties Holmdel, NJ Aug 1998 - Current 19
Usa Financial Securities Ada, MI Jan 2017 - Jan 2018 1
American Prosperity Group Shrewsbury, NJ Nov 2011 - Dec 2017 6
United Planners' Financial Services Scottsdale, AZ Mar 2014 - Dec 2016 2
Bcg Securities Delran, NJ Jan 2012 - Mar 2014 2
Unemployed Holmdel, NJ Jan 2008 - Nov 2011 3
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: 513-984-9933
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,115
    MILLIONS
  • Total Number of Accounts
    10,271
    ACCOUNTS
  • Average Account Value
    $108,604
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)
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
93
Clean Record
This advisor has a clean track record with regulators.

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