Ronald
Pompei
Crown Capital Securities, L.P
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About this Advisor
Ronald Pompei is a certified financial planner operating out of Tarrytown, New York with 1 year of relevant experience. Pompei is an advisor for Crown Capital Securities, L.P. They have spent their whole career at Crown Capital Securities, L.p. Pompei has a Series 63 license, which qualifies them as a securities agent, and is registered to work in New York. Crown Capital Securities, L.P is a company that has its headquarters in Orange, CA. It has offices in 93 locations and a total of 164 advisors. It manages $1 billion in assets across its 5,654 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises 27 charities and foundations. Of its 5,654 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically depend on which services are provided. However, fee types billed by Crown Capital Securities, L.P most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,223,108,240
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
164
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
5,654
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ronald Pompei Work History
Ronald has been registered as a financial advisor for 1 years.*
Crown Capital 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.
Disclosures
Please visit the SEC profile of Ronald Pompei 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 Crown Capital Securities, L.P
Glastonbury, CT
Costa Mesa, CA
Lancaster, CA
Florence, AZ
Orange, CA
Portland, OR
Erie, PA
Chesterfield, MO
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