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Ronald Gerard Albahary

LNW

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About Ronald Gerard Albahary

Ronald Albahary is an investment advisor representative at LNW, a firm that provides financial planning and portfolio management services. Ronald has been in the industry since 1990. Ronald is registered with the state of Pennsylvania and Washington. Ronald is a Chartered Financial Analyst and has experience providing investment advice to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.

Firm Information

Ronald Albahary is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

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 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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Ronald Albahary’s Registration & Firm History

WA

07/13/2021 - Present

LNW (SEATTLE WA)

MD

11/12/2009 - 07/28/2011

CITY NATIONAL SECURITIES, INC. (POTOMAC MD)

NY

02/26/2009 - 11/10/2009

SCHRODER FUND ADVISORS INC. (NEW YORK NY)

PA

08/10/2005 - 05/06/2008

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

NY

07/31/2003 - 04/14/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/01/1998 - 03/30/2001

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NY

10/30/1990 - 10/22/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/29/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Gerard Albahary.
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