Royal Alliance Associates, Inc
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About this Advisor
Charles Ruddy is a financial advisor who works out of Boca Raton, Florida with a total of 5 years of relevant experience. Ruddy works at Royal Alliance Associates, Inc. The advisor has gained experience at Jhfn Sii and Royal Alliance Associates, Inc. Ruddy holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 people on staff. It has $30 billion in assets across its 149,233 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 191 charitable organizations. Of its 149,233 client accounts, just 11% are associated with high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which service is provided. Fees billed by Royal Alliance Associates, Inc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Royal Alliance Associates, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Ruddy Work History
Charles has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Charles Ruddy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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