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Anthony R

Series 65

Scottsdale, AZ

AE Wealth Management, LLC

Anthony Ruggieri is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Ruggieri Wealth Advisors and Encompass More Asset Management. In addition to his advisory work, he is the owner of Ruggieri Financial and Marketing Group LLC, an independent insurance agency. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple model strategies and advisor-managed portfolios.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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