Ramona
Panday

Royal Alliance Associates, Inc

CRD#3086131
Investment Advisor
in Jersey City, NJ

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About this Advisor

Ramona Panday is a financial advisor who works out of Jersey City, New Jersey, who has 10 years of financial industry experience. Panday is an advisor for Royal Alliance Associates, Inc. Over the course of their career, they have held roles at New York Life Insurance Company, Nylife Securities LLC, Royal Alliance Associates, Fsc Securities Corp and Royal Alliance Associates, Inc. Panday maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in New Jersey. Royal Alliance Associates, Inc is a registered investment business that has its headquarters in Jersey City, New Jersey. The investment advisory business has offices in 905 locations and a total of 3,849 people on staff. It manages $28 billion in total assets between its 112,286 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 134 charities and foundations. Of its 112,286 accounts, 18% are held by high-net-worth investors who have more than $1 million in assets available to invest. Royal Alliance Associates, Inc offers a wide array 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. Financial advisory fees usually vary depending on the type of services offered. However, fee types billed by Royal Alliance Associates, Inc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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, Others

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

$28,249,401,040

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

3,849

NJ Average: 92
Total Number of Accounts

112,286

NJ Average: 6,978
Average Account Size

$251,584

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

Ramona Panday Work History

Ramona has 10 years of experience.

2020 - Present (2 years)

Royal Alliance Associates, Inc

2017 - 2019 (2 years)

Fsc Securities Corp

2014 - 2014 (< 1 year)

Nylife Securities LLC

2014 - 2017 (3 years)

Royal Alliance Associates

2013 - 2014 (1 year)

New York Life Insurance Company

Disclosures

Ramona Panday has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Ajay Anand
Nashville, TN
Herbert Scheffler
Stevensville, MI
Elijah Murray
Plano, TX
Sebastian Kanczugowski
Bellevue, WA
Jennifer Cox
Jersey City, NJ
Mark Morash
Westwood, KS
Lori Glennon
Utica, NY
Alexander Dimartini
Jericho, NY

The content in this profile was updated by SmartAsset on 04/01/2022 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.

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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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