Ronnie Gruber, financial advisor Fort Washington PA
83 score

Ronnie Gruber

CRD Number: 1940530
Current Firm: Citizens Securities, Inc.

Ronnie Gruber (CRD# 1940530) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Philadelphia, PA Feb 2017 - Current 1
Lpl Financial, LLC Trevose, PA Feb 2017 - Feb 2017 < 1
Traumatic Financial Credit Union Trevose, PA Jan 2017 - Feb 2017 < 1
Citizens Investment Services Corp. Philadelphia, PA May 2002 - Jan 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Apr 2017
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ronnie S. Gruber
Phone Number: 1-800-942-8300
Registered State(s):
  • CA
  • FL
  • NJ
  • NC
  • PA
  • SC
  • TX
  • WA
  • DE
  • ME
  • MD
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, 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
83

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