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Ronald L. Degasperis

Fieldstone Money Management, Inc.

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About Ronald L. Degasperis

Ronald L. DeGasperis is an Investment Advisor Representative at Fieldstone Money Management, Inc.. Ronald has been a Registered Investment Advisor since August 2024, and has passed the Series 65 exam. Ronald has worked in the industry since February 1990. The firm offers investment advisory services to individuals and high-net-worth individuals. The firm has approximately $8,093,004 in assets under management.

Firm Information

Ronald Degasperis is currently registered with Fieldstone Money Management, Inc.. Fieldstone Money Management, Inc. is an investment advisory firm with approximately $8.09 million in regulatory assets under management. They provide portfolio management services for individuals and have a total of 71 accounts, consisting of 4 high-net-worth individuals and 45 other individuals.

$8.09M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Ronald Degasperis’s Registration & Firm History

FL

08/22/2024 - Present

Fieldstone Money Management, Inc. (Naples FL)

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Licenses & Designations

IA

Issued 08/22/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald L. Degasperis.
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