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Gary William Ronan

Prosperity Capital Advisors

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About Gary William Ronan

Gary Ronan is a Registered Investment Advisor and has been in the industry for 10 years. Gary works with clients in the areas of financial planning, educational seminars, and selection of other advisors. Gary is associated with Prosperity Capital Advisors, a firm with 101 employees, and is located in Westlake, Ohio. Gary Ronan has a broad range of experience in providing investment advisory services.

Firm Information

Gary Ronan is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Ronan’s Registration & Firm History

NJ

12/14/2020 - Present

Prosperity Capital Advisors (Colts neck NJ)

NJ

01/03/2017 - 01/31/2018

USA FINANCIAL SECURITIES CORPORATION (Shrewsbury NJ)

NJ

03/06/2014 - 12/31/2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SHREWSBURY NJ)

NJ

01/23/2012 - 03/07/2014

BCG SECURITIES, INC. (SHREWSBURY NJ)

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Licenses & Designations

IA

Issued 11/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary William Ronan.
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