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Matthew Joseph Ronan

Kingswood Capital Partners, LLC

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About Matthew Joseph Ronan

Matthew Ronan has been active in the financial industry since September 20, 1988. Matthew is currently registered with Kingswood Capital Partners, LLC. Prior to joining Kingswood Capital Partners, LLC, Matthew was with VIEWTRADE SECURITIES, INC., WEDBUSH SECURITIES INC., OPPENHEIMER & CO. INC., PRIME CHARTER LTD., GRUNTAL & CO., L.L.C., ALEX. BROWN & SONS INCORPORATED, GRUNTAL & CO. INCORPORATED, RAYMOND JAMES & ASSOCIATES, INC., OPPENHEIMER & CO., INC., PAINEWEBBER INCORPORATED, and FENNER FINANCIAL, INC. Matthew holds the following licenses: Series 63, Series 65, Series 7, and SIE. Matthew is registered in Arizona, California, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, and Texas.

Firm Information

Matthew Ronan is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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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Matthew Ronan’s Registration & Firm History

FL

01/03/2023 - Present

Kingswood Capital Partners, LLC (Boca Raton FL)

FL

05/14/2012 - 01/09/2023

VIEWTRADE SECURITIES, INC. (BOCA RATON FL)

FL

09/23/2011 - 05/14/2012

WEDBUSH SECURITIES INC. (BOCA RATON FL)

FL

01/02/2002 - 10/06/2011

OPPENHEIMER & CO. INC. (BOCA RATON FL)

NY

08/15/2000 - 01/02/2002

PRIME CHARTER LTD. (NEW YORK NY)

NY

12/12/1996 - 08/14/2000

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NA

05/18/1996 - 12/10/1996

ALEX. BROWN & SONS INCORPORATED

NY

08/27/1991 - 05/08/1996

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

FL

08/03/1990 - 08/19/1991

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NY

03/10/1989 - 08/23/1990

OPPENHEIMER & CO., INC. (NEW YORK NY)

NA

09/20/1988 - 03/18/1989

PAINEWEBBER INCORPORATED

NA

08/23/1988 - 09/07/1988

FENNER FINANCIAL, INC.

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Licenses & Designations

IA

Issued 10/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Joseph Ronan. Review regulatory record here.
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