A complete list of active advisors currently associated with Ruggiero Investments
Warmer can help you find a great advisor at Ruggiero Investments or one who fits your needs even better.
Ruggiero Investments provides discretionary portfolio management and financial planning services primarily to individual and high‑net‑worth clients, and also offers pension consulting to retirement plans and other organizational clients. The firm manages approximately $137.6 million for roughly 392 client relationships and produces individualized investment policy statements and model portfolios as the basis for ongoing management. The firm’s investment approach blends multiple analysis methods — including fundamental, technical, quantitative, cyclical, charting techniques and modern portfolio theory — and emphasizes multi‑year, long‑term investment horizons (typically a 5–7 year commitment). Portfolios include a broad set of instruments such as equities, fixed income, mutual funds, ETFs (including precious‑metals ETFs), TIPS, annuities and private placements, and RI monitors accounts regularly under its discretionary authority. Several operational features distinguish Ruggiero from many peers: owners operate an affiliated accounting practice (Reliable Accountants), some advisors may also act as registered representatives of a broker‑dealer and as licensed insurance agents offering commissionable insurance products, and the firm maintains five offices despite its four‑advisor team. The brochure discloses a 2023 regulatory deficiency involving an unregistered associated person (since addressed with enhanced compliance procedures), and the firm also uses third‑party estate‑planning tools and maintains referral arrangements with CPAs (including paying for client tax preparation in some cases).
To learn more about the advisors currently working at Ruggiero Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Port Jefferson, NY
| 4
| |
Melbourne, FL
| 22
| |
Port Jefferson, NY
| 21
| |
Port Jefferson, NY
| 33
| |
Port Jefferson, NY
| 10
|
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