Ricardo Coroniti, financial advisor Valley Forge PA

Ricardo Coroniti

CRD Number: 1216079
Current Firm: Securities America Advisors, Inc.

Ricardo Coroniti (CRD# 1216079) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Valley Forge, PA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. Valley Forge, PA Sep 2000 - Current 23
Ricard A Coroniti Valley Forge, PA May 1997 - Current 26
Boot Road Partners King Of Prussia, PA Jan 1995 - Current 29
Securities America, Inc. Valley Forge, PA Sep 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Ricardo A. Coroniti
Phone Number: 402-399-9111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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