Ronald Dade, financial advisor Westminster MA
93 score

Ronald Dade

CRD Number: 1087920
Current Firm: Cetera Advisor Networks LLC

Ronald Dade (CRD# 1087920) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Westminster, MA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Northwestern Mutual Life Milwaukee, WI Aug 1984 - Current 32
New England Life Tampa, FL Dec 1982 - Current 34
Financial Network Investment Corporation El Segundo, CA Mar 1992 - Dec 2012 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Ronald E. Dade
Phone Number: 310-326-3100
Registered State(s):
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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