RR
RR

Ryan Philip Ruggaard

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
302 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$346.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$800
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Location

110 W Streetsboro St., Suite 1A, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ruggaard & Associates
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
January 2015 - July 2018 · 3 yrs 6 mos
State Registrations3 states
ILOHTX
Advisor
Exams
No exam information available for this advisor.