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Ronald Michael Ongaro

Morgan Stanley

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About Ronald Michael Ongaro

Ronald Ongaro is a financial advisor who has been working in the financial industry since 1973. Ronald is currently employed by Morgan Stanley. He has held registrations in a total of 35 states for both brokerage and investment advisory services. Ronald provides financial advice to individuals, high-net-worth individuals, corporations, insurance companies, investment companies, and charitable organizations. Ronald specializes in asset allocation, financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and educational seminars.

Firm Information

Ronald Ongaro is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Ronald Ongaro’s Registration & Firm History

NY

04/15/2020 - Present

Morgan Stanley (New York NY)

NY

02/13/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

11/27/2007 - 03/04/2009

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

09/16/2003 - 09/12/2006

THOMAS WEISEL PARTNERS LLC (NEW YORK NY)

NY

07/15/1987 - 07/30/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

NA

07/01/1981 - 06/23/1987

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

NA

08/04/1980 - 07/01/1981

DEAN WITTER REYNOLDS INC.

NA

06/01/1978 - 08/11/1980

CS FIRST BOSTON CORPORATION

NA

05/04/1973 - 06/22/1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

NA

03/29/1973 - 10/02/1973

DONALDSON, LUFKIN & JENRETTE, INC.

NA

02/19/1971 - 09/28/1972

THE OHIO COMPANY

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Licenses & Designations

IA

Issued 03/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/1975

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1973

Series 000 - General Securities Principal Examination

BC

Issued 02/13/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ronald Michael Ongaro.
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