Ruggieri Wealth Advisors LLC

Ruggieri Wealth Advisors LLC (CRD# 285787) is a financial advisory firm headquartered in , . They manage $24,988,778 in 79 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.ruggierifinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $316,314
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NY, TX

Financial Advisors at Ruggieri Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Ruggieri, financial advisor Scottsdale AZ
Anthony D. Ruggieri
CRD#: 6580207
Scottsdale, AZ

Anthony Ruggieri (CRD# 6580207) is an Investment Advisor Representative working at Ruggieri Wealth Advisors LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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