Audrey Ralicki, financial advisor Tavares FL
90 score

Audrey Ralicki

CRD Number: 5324890
Current Firm: Ruggie Wealth Management

Audrey Ralicki (CRD# 5324890) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Dec 2011 - Current 5
Ruggie Wealth Management Tavares, FL Aug 2011 - Current 5
Dna Tax & Financial Jacksonville, FL Oct 2006 - Aug 2011 4
Universal Orlando Orlando, FL May 2001 - Oct 2006 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Audrey M. Ralicki
Phone Number: 352-343-2700
Firm Website: http://www.rw-direct.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    1,840
    ACCOUNTS
  • Average Account Value
    $178,283
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, FL, GA, LA, MD, MN, NC, NH, OH, PA, TN

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

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