Port Jefferson, NY Office

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 Dominion Investor Services and Finalis Securities. Outside of advising, he owns an accounting practice, Reliable Accountants, which provides bookkeeping and tax services in partnership with accountants. Ruggiero Investments provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, along with pension consulting for retirement plans and organizations. The firm employs a multi-method investment approach and manages a diverse range of instruments under discretionary authority.

Matthew Cianci is a financial advisor at Ruggiero Investments with four years of industry experience. He holds a Series 63 designation and has worked at firms including UBS Securities LLC and Osaic Wealth Inc. Cianci serves as a trustee for a family irrevocable trust, managing its assets and related administrative duties. Ruggiero Investments provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, along with pension consulting for organizational clients. The firm employs a multi-method investment approach focused on long-term horizons and manages diverse portfolios under discretionary authority.

Thomas Ruggiero is a financial advisor at Ruggiero Investments with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Finalis Securities LLC, Calton & Associates, Inc., and Dominion Investor Services, Inc. before his current roles. Outside of advising, he is involved in several business ventures including owning an invention and patent company and advising on succession planning for financial professionals. Ruggiero Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension consulting for retirement plans and organizations. The firm employs a multi-method investment approach focused on long-term horizons and manages portfolios that include a broad range of asset types.

Christopher Ruggiero is an advisor at Ruggiero Investments with Series 63 and 65 credentials and 21 years of industry experience. His prior roles include positions at SW Financial and National Asset Management. Outside of financial advising, he is involved in several non-investment ventures, including an entertainment business and licensed real estate activities, as well as owning an accounting practice. Ruggiero Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, offering pension consulting to retirement plans and other organizations. The firm employs a multi-method investment approach with a long-term focus and manages a diverse range of asset types across approximately 392 client relationships.