Gary Ronan (CRD# 6016201) is an Investment Advisor Representative working at Prosperity Capital Advisors in Colts Neck, NJ and has over 12 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ronan Financial Advisors, Llc Dba Alicorn Financial Group | Shrewsbury, NJ | Nov 2011 - Current | 12 |
Gary Ronan Rental Properties | Holmdel, NJ | Aug 1998 - Current | 25 |
Ae Wealth Management, LLC | Topeka, KS | Aug 2019 - Dec 2020 | 1 |
Horter Investment Management | Cincinatti, OH | Feb 2018 - Jun 2019 | 1 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2012 |
S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- NJ
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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