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Thomas R
Series 65, Series 63
Port Jefferson, NY
Ruggiero Investments
Thomas Ruggiero is a financial advisor at Ruggiero Investments with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Finalis Securities, LLC and Dominion Investor Services, Inc. He is also the owner of Reliable Accountants, LLC, an accounting practice providing bookkeeping and tax services. Ruggiero Investments offers discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, organizations, and non-profits. The firm employs a long-term, client-specific approach using various analytical methods and operates as a fiduciary.
Donald J
Series 66, Series 63
Melbourne, FL
Ruggiero Investments
Donald Johns III is an investment advisor with Ruggiero Investments in Melbourne, FL, holding Series 66 and Series 63 licenses and over 22 years of industry experience. His background includes roles at firms such as SW Financial, WestPark Capital, and Arive Capital Markets. Outside of his advisory work, he was involved with Simply CBD FL L.L.C. from 2019 to 2022. Ruggiero Investments provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and various organizations. The firm focuses on long-term, client-specific investment strategies utilizing fundamental, technical, and quantitative analyses while operating as a fiduciary.
Matthew C
Series 63
Port Jefferson, NY
Ruggiero Investments
Matthew Cianci is a financial advisor at Ruggiero Investments with four years of industry experience. He holds a Series 63 designation and has prior experience at UBS Securities LLC and Bank of America Private Bank. Cianci serves as trustee for a family irrevocable trust, managing its assets and tax-related filings. Ruggiero Investments provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, organizations, and trusts. The firm focuses on long-term management using fundamental, technical, quantitative analysis, and modern portfolio theory to create client-specific investment plans.
Thomas R
Series 63, Series 66
Port Jefferson, NY
Ruggiero Investments
Thomas Ruggiero is a financial advisor with Ruggiero Investments, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has worked at several firms including Finalis Securities LLC, Calton & Associates, Inc., and Dominion Investor Services, Inc. Outside of his advisory role, he is involved in entrepreneurial activities such as creating inventions, patents, and trademarks through Three Plus One Plus One, LLC. Ruggiero Investments serves individuals, high-net-worth clients, organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm focuses on long-term investment horizons and constructs client-specific plans using fundamental, technical, and quantitative analysis, operating as a fiduciary with tailored investment strategies.
Christopher R
Series 63, Series 65
Port Jefferson, NY
Ruggiero Investments
Christopher Ruggiero is a financial advisor with Ruggiero Investments and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at firms such as SW Financial and Capital One Financial Advisors. Outside of financial advising, he owns and operates an entertainment business and is involved in real estate as a licensed agent and broker. Ruggiero Investments provides discretionary portfolio management, financial planning, pension consulting, and related advisory services to individuals, high-net-worth clients, businesses, non-profits, trusts, and families. The firm focuses on long-term, discretionary management and creates client-specific plans using fundamental, technical, and quantitative analysis alongside modern portfolio theory.
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