Royal Alliance Associates, Inc
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About this Advisor
Jason Bimonte is a certified financial planner working in Mineola, New York with 2 years of relevant experience. Bimonte is an employee of Royal Alliance Associates, Inc. Throughout their career, Bimonte has worked at Guardian Life Ins Co, Park Ave Securities and Royal Alliance. Bimonte has a Series 63 license, designating them as a securities agent, and can serve investors in New York. Royal Alliance Associates, Inc is a registered investment company operating out of Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 financial advisors. It administers $30 billion in assets under management across its 149,233 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 191 charities and foundations. Of its 149,233 client accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. The company performs a diverse range of services, including 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 management fees typically depend on the financial services offered. Fee types charged by Royal Alliance Associates, Inc most likely consist 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
Jason Bimonte Work History
Jason has been registered as a financial advisor for 2 years.*
Guardian Life Ins Co
Park Ave Securities
*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 Jason Bimonte 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 Royal Alliance Associates, Inc
St Louis Park, MN
South Jordan, UT
South Jordan, UT
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 email@example.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.