Ronald Scott Palastro
AIF®, CFP®Professional Summary
Ronald Scott Palastro, AIF®, CFP® is a registered financial advisor currently at COBBLESTONE WEALTH ADVISORS located in Brooklyn, New York and OSAIC WEALTH, INC. located in Brooklyn, New York. Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Ronald has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
COBBLESTONE WEALTH ADVISORS | R.S. PLASTRO FINANCIAL PLANNING SERVICES, INC. | R.S. PALASTRO FINANCIAL PLANNING SERVICES, INC.
Contact Information
Main Address
8119 - 7th Avenue, Brooklyn, NY 11228Phone Number
(718) 633-9500# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(8/23/2024)
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(8/23/2024)
(8/23/2024)
(8/31/2021)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2000About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2000About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Ronald Scott Palastro's CRS (Customer Relationship Summary).
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