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Ronald Joseph Savarese

Bison Advisors

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About Ronald Joseph Savarese

Ronald Joseph Savarese is a financial advisor with Bison Advisors. Ronald has been in the industry since 1983 and has a wide range of experience in the financial services industry. Ronald has previously worked at Sterne Agee Financial Services, Inc., Morgan Stanley, UBS Financial Services Inc., and Smith Barney Inc. Ronald holds the Series 3, 7, 8, 63, and 65 licenses. Ronald specializes in providing financial planning and investment management services to individuals, families, and businesses.

Firm Information

Ronald Savarese is currently registered with Bison Advisors. Bison Advisors is an investment advisory firm based in HARTWELL, GA, with approximately $1 billion - $10 billion in assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Bison Advisors serves a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. They have a team of 45 licensed agents, 66 investment adviser representatives, and 14 registered representatives.
Bison Advisors

122 W. FRANKLIN ST.

HARTWELL, GA 30643

$2.75B

Assets Under Management

Not reported

Total Clients

20

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Ronald Savarese’s Registration & Firm History

GA

01/14/2025 - Present

Bison Advisors (ATLANTA GA)

GA

07/02/2014 - 04/13/2017

STERNE AGEE FINANCIAL SERVICES, INC. (ATLANTA GA)

GA

10/19/2010 - 07/21/2014

MORGAN STANLEY (ATLANTA GA)

GA

10/26/1995 - 11/05/2010

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

NY

05/26/1983 - 11/03/1995

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/07/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/1988

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 04/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2006

Series 3 - National Commodity Futures Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ronald Joseph Savarese. Review regulatory record here.
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