Ronald Eleveld (CRD# 1019537) is an Investment Advisor Representative working at Financial Advantage Advisors Company in Windsor, CT and has over 37 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Windsor, CT | Sep 2020 - Current | 3 |
| Eleveld & Associates | Windsor, CT | Oct 1996 - Current | 27 |
| Financial Advantage Tax Services | Windsor, CT | May 1995 - Current | 28 |
| Financial Advantage Insurance Co | Hartford, CT | May 1995 - Current | 28 |
| The Financial Advantage Group, LLC | Hartford, CT | Aug 1994 - Current | 29 |
| Securities Service Network | Windsor, CT | Feb 2012 - Sep 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management13MILLIONS
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Total Number of Accounts58ACCOUNTS
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Average Account Value$230,764
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT
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