Chad
Fratto

Royal Alliance Associates, Inc

CRD#5610188
Investment Advisor
in Jersey City, NJ

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About this Advisor

Chad Fratto is a financial advisor working in Jersey City, New Jersey, who has 10 years of financial industry experience. Fratto is an advisor for Royal Alliance Associates, Inc. Their career trajectory has included roles at General Tampa Hospital, Pscu, Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, Tampa General Hospital, Transamerica Financial Advisors, Inc, Transamerica, Signator Investors, Inc and Royal Alliance Associates, Inc. Fratto holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Royal Alliance Associates, Inc is a business operating in Jersey City, New Jersey. The firm has offices in 952 locations and a total of 2,965 employees. It manages $17 billion in total assets among its 75,586 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 90 charitable organizations. Of its 75,586 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. Royal Alliance Associates, Inc performs 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. Fees for financial management are based on which service is provided. Fee types billed by Royal Alliance Associates, Inc likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

10 Exchange Place Suite 1410
Jersey City, NJ 07302

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

NJ Average: $10,121,009,343
Total Number of Employees

2,965

NJ Average: 92
Total Number of Accounts

75,586

NJ Average: 6,978
Average Account Size

$220,949

NJ Average: $1,450,417

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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

Chad Fratto Work History

Chad has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2015 - 2016 (1 year)

Transamerica Financial Advisors, Inc

2014 - 2016 (2 years)

Transamerica Retirement Solutions

2014 - 2016 (2 years)

Transamerica Investors Securities Corporation

2014 - 2015 (1 year)

Transamerica

2012 - 2014 (2 years)

Pscu

2012 - 2014 (2 years)

Pscu

2010 - 2012 (2 years)

General Tampa Hospital

2010 - 2012 (2 years)

Tampa General Hospital

Disclosures

Chad Fratto has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Nicholas Pangakis
Raleigh, NC
Paul Criscione
Holmdel, NJ
Matthew Mcafee
Starkville, MS
Adri Bleier
Pittsburgh, PA
Zachary Henegan
Greenville, PA
Adam Bahner
Oklahoma City, OK
Melissa Street
Signal Mountain, TN
Ajay Anand
Nashville, TN

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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