Jesse
Ruocco
Pathstone
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About this Advisor
Jesse Ruocco is a financial advisor operating out of Englewood, New Jersey with a total of 1 year of relevant experience. Ruocco is an employee of Pathstone. Over the course of their career, Ruocco has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bettorhalf, Morgan Stanley, Notre Dame High School, Quinnipiac University and Pathstone. Ruocco holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Pathstone is a company based in Englewood, NJ. It has offices in 15 locations and a total of 297 advisors. It has $25 billion in assets across its 18,943 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 49 charities and foundations. Of its 18,943 accounts, 77% are associated with high-net-worth investors who have greater than $1 million in assets. Pathstone has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Pathstone can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jesse Ruocco Work History
Jesse has been registered as a financial advisor for 1 years.*
Pathstone
Merrill Lynch, Pierce, Fenner & Smith Inc
Bettorhalf
Morgan Stanley
Morgan Stanley
Morgan Stanley
Quinnipiac University
Notre Dame High School
*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.
Disclosures
Please visit the SEC profile of Jesse Ruocco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pathstone
Englewood, NJ
Seattle, WA
Bellevue, WA
Winter Park, FL
Englewood, NJ
Englewood, NJ
Winter Park, FL
Englewood, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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