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Ron Adelstein

Colorado Financial Service Corp.

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About Ron Adelstein

Ron Adelstein is a registered representative of Colorado Financial Service Corp. Ron has been in the securities industry since 1996. Ron is registered in 26 states for securities and has a Series 63 license. Ron is also registered in New Jersey for investment advisor services and has a Series 65 license. Ron's previous employers include BROOKSTONE SECURITIES, INC., GUNNALLEN FINANCIAL, INC, THE CONCORD EQUITY GROUP, LLC, JOSEPHTHAL & CO., INC., R.D. WHITE & CO., INC., PRIME CHARTER LTD., THE J.B. SUTTON GROUP, LLC, H.J. MEYERS & CO., INC., BILTMORE SECURITIES, INC and STRATTON OAKMONT INC.

Firm Information

Ron Adelstein is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Ron Adelstein’s Registration & Firm History

CO

07/10/2012 - Present

Colorado Financial Service Corp. (CENTENNIAL CO)

NJ

10/20/2009 - 06/20/2012

BROOKSTONE SECURITIES, INC. (RED BANK NJ)

NJ

08/27/2008 - 10/02/2009

GUNNALLEN FINANCIAL, INC (REDBANK NJ)

NJ

10/10/2001 - 08/18/2008

THE CONCORD EQUITY GROUP, LLC (RED BANK NJ)

NY

02/26/1998 - 10/19/2001

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

NY

09/10/1997 - 02/15/1998

R.D. WHITE & CO., INC. (NEW YORK NY)

NY

02/02/1998 - 02/11/1998

PRIME CHARTER LTD. (NEW YORK NY)

NY

01/14/1997 - 09/10/1997

THE J.B. SUTTON GROUP, LLC (MELVILLE NY)

NY

12/24/1996 - 02/06/1997

H.J. MEYERS & CO., INC. (ROCHESTER NY)

FL

12/18/1996 - 01/04/1997

BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)

NY

07/10/1996 - 12/18/1996

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

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Licenses & Designations

IA

Issued 11/19/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2002

Series 4 - Registered Options Principal Examination

BC

Issued 01/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ron Adelstein. Review regulatory record here.
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