Philip
Ranalli

Wealth Management Associates, Inc

CRD#3045355
Investment Advisor
in Haddonfield, NJ

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About this Advisor

Philip Ranalli is a financial advisor who works in Haddonfield, New Jersey with a total of 7 years of industry experience. Ranalli is an employee of Wealth Management Associates, Inc. The advisor has gained experience at Wealth Management Associates, Inc, Lpl Financial LLC, Securities America Inc and Securities America Advisors. Ranalli has 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 New Jersey. Wealth Management Associates, Inc is a registered investment company based in Cherry Hill, NJ. It has offices in four locations and a total of 15 financial advisors. It oversees $513 million in total assets between its 1,829 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 1,829 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. Wealth Management Associates, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely are based on which service is offered. Fees billed by Wealth Management Associates, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11 E Mount Vernon Ave.
Haddonfield, NJ 08033

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Wealth Management Associates, Inc Brokerage Details

Total Assets Under Management

$512,864,645

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

15

NJ Average: 92
Total Number of Accounts

1,829

NJ Average: 6,978
Average Account Size

$280,407

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Philip Ranalli Work History

Philip has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Wealth Management Associates, Inc

2016 - Present (8 years)

Securities America Inc

2016 - Present (8 years)

Securities America Advisors

2003 - 2016 (13 years)

Lpl Financial LLC

*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 Philip Ranalli 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 Wealth Management Associates, Inc

Branden Hess
Cherry Hill, NJ
Reagan Goolcharan
Cherry Hill, NJ
Stephen Pierson
Cherry Hill, NJ
David Skultety
Cherry Hill, NJ
Joseph Osherow
Cherry Hill, NJ
Philip Ranalli
Haddonfield, NJ
William Connors
Cherry Hill, NJ
Paul Snyder
Cherry Hill, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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