Ronald Weiner, financial advisor Boca Raton FL
96 score

Ronald Weiner

CRD Number: 1218537
Current Firm: Hightower Advisors, LLC

Ronald Weiner (CRD# 1218537) is an Investment Advisor Representative working at Hightower Advisors, LLC in Boca Raton, FL and has over 30 years of experience in the finance industry. Ronald Weiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hightower Advisors, LLC Boca Raton, FL Oct 2016 - Current 1
Rdm Investment Services, Inc. Westport, CT May 2016 - Current 1
Rdm Insurance Services, Inc. Westport, CT Apr 2000 - Current 18
Retirement Design & Management, Inc. Westport, CT Mar 1991 - Current 27
Ronald D. Weiner & Assoc. (rdm Financial Group) Westport, CT Feb 1991 - Current 27
Rdm Investment Services, Inc. Westport, CT Apr 2000 - May 2016 16
Palm Harbor Advisors, LLC Boca Raton, FL May 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1987
Contact Info for Ronald D. Weiner
Phone Number: 312-962-3800
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    30,200
    MILLIONS
  • Total Number of Accounts
    75,926
    ACCOUNTS
  • Average Account Value
    $397,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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