Ricardo CoronitiCRD 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 33 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Securities America Advisors, Inc.||Valley Forge, PA||Sep 2000 - Current||17|
|Ricard A Coroniti||Valley Forge, PA||May 1997 - Current||20|
|Boot Road Partners||King Of Prussia, PA||Jan 1995 - Current||23|
|Securities America, Inc.||Valley Forge, PA||Sep 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops