RE
Ronald C. Eleveld
FINANCIAL ADVANTAGE ADVISORS CO.
WINDSOR, CT 06095
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CRD#: 1019537
RE
Professional summary
Ronald Charles Eleveld, who also goes by Ron Eleveld, is a registered financial advisor currently at FINANCIAL ADVANTAGE ADVISORS CO. located in Windsor, Connecticut and OSAIC WEALTH, INC. located in Windsor, Connecticut.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Ronald has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Eleveld
Other business activities
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.
1. THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE INSURANCE AGENCY (FAIC) -Principal NATURE: CT licensed insurance agency INVEST RELATED: Y #HRS: 5 SEC TRADE HRS: 0 START: 2/1/04 - 880 Palisado Ave, Windsor CT 06095 - It is available to handle typically Straight(non variable or indexed) insurance products. Authorities: Life Accident & Health or Sickness Variable Life & Variable Annuity Credit Travel 2. THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE TAX SERVICE (FATS -Principal NATURE: Tax Preparation Services INVEST RELATED: N #HRS: 3 SEC TRADE HRS: 0 START: 10/15/93 - 880 Palisado Ave, Windsor CT 06095 - We are currently doing less than 10 returns a year for compensation. 3. WINDSOR ROTARY CHARITABLE FUND, INC. -Treasurer NATURE: A Charitable Foundation in support of the Windsor/Windsor Locks Rotary Club, a local/international service club. INVEST RELATED: N #HRS: 2 SEC TRADE HRS: 1 START: 7/24/17 - P.O. Box 11, Windsor CT 06095 - Treasurer and Member of the Board of Directors. Provide Counsel as requested & required. 4. CREC FOUNDATION, INC -Board Member NATURE: Charitable Foundation INVEST RELATED: N #HRS: 1 SEC TRADE HRS: 1 START: 4/28/14 - C/O Capitol Region Education Council, 111 Charter Oak Ave, Hartford6 CT 06106 - Member CREC Foundation Board of Directors. This is a position that does not touch monies or handle monies of the organization. CREC Foundation is associated with the Capitol Region Education Council that has over 3,000 employees and an operational Financial Department that I am not involved in. 5. WINDSOR-WINDSOR LOCKS ROTARY CLUB -Treasurer & Board Memeber NATURE: Community Service Club associated with Rotary International. We do charitable works in our community and worldwide. INVEST RELATED: N #HRS: 6 SEC TRADE HRS: 1 START: 1/1/95 - P.O. Box 11, Windsor CT 06095 - Treasurer and Member of the Board of Directors and Sergeant at arms, arrange meeting locations and settlement of weekly costs. Any other duties I am asked to assist in. No financial duties. I have been asked to be a member of the Board of Directors of this organization for a 1 year term ending 07/21. 6. ELEVELD AND ASSOCIATES -owner of a sole proprietorship -business that owns several websites for familial purposes #HRS 1 SEC TRADE HRS 1 -1/1/00 -880 Palisado Ave Windsor CT 06095 7. DBA - The Financial Advantage Group, LLC 8. WINDSOR, CT, TOWN COUNCIL -Elected Town Councilor -Windsor, CT, Town Council #HRS 8 -11/8/21 -275 Broad St Windsor CT 06095 -A member of the elected Town Governance team or Town Council. 9. THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE ADVISORS COMPANY (FAAC) POSITION: Principal NATURE: CT State Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 6 START DATE: 10/15/1993 ADDRESS: 880 Palisado Avenue, Windsor CT 06095 DESCRIPTION: WE are a Registered Investment Advisory Firm. 10. WASHINGTON LODGE #70, AF & AM POSITION: Member/Volunteer NATURE: A fraternal organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/15/1992 ADDRESS: 153 Broad Street, PO Box 202, Windsor CT 06095 DESCRIPTION: Manage charitable works, such as Blood Drives Widows Event and other activities as needed. 11. NOTARY PUBLIC POSITION: Notary Public NATURE: Notarization of Client and others' Documents, if appropriate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1980 ADDRESS: 880 Palisado Avenue, Windsor CT 06095, United States DESCRIPTION: For KNOWN individuals I will Notarize documents at no cost to the individual. I do not advertise this service. 12. JUSTICE OF THE PEACE POSITION: Justice of the Peace NATURE: Generally this allows me to officiate weddings. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 880 Palisado Avenue, Windsor CT 06095, United States DESCRIPTION: Officiate at Weddings
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Charles Eleveld's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 24, 1994 - Present
FINANCIAL ADVANTAGE ADVISORS CO.
Office #1: 880 Palisado Avenue, Windsor, CT 06095RIA
CRD#: 117131
WINDSOR, CT
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
RIA
BD
CRD#: 23131
WINDSOR, CT
Past
September 18, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
WINDSOR, CT
Past
February 1, 2012 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Past
October 18, 1993 - February 1, 2012
SECURITIES AMERICA, INC.
BD
CRD#: 10205
WINDSOR, CT
Past
September 25, 1989 - October 21, 1993
BUELL SECURITIES CORP.
BD
CRD#: 1342
Past
February 23, 1988 - September 28, 1989
E. T. ANDREWS & CO., INC.
BD
CRD#: 1090
Past
November 16, 1981 - October 21, 1993
BUELL SECURITIES CORP.
BD
CRD#: 1342
GLASTONBURY, CT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/14/2024)
RR
California(6/14/2024)
IAR
Connecticut(8/24/1994)
RR
Connecticut(6/14/2024)
RR
Florida(6/14/2024)
RR
Maine(8/27/2024)
RR
Massachusetts(6/14/2024)
RR
New Jersey(6/14/2024)
RR
New York(6/14/2024)
RR
Ohio(6/14/2024)
RR
Oregon(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
Rhode Island(6/14/2024)
RR
South Carolina(6/14/2024)
RR
Utah(6/14/2024)
RR
Vermont(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FINANCIAL ADVANTAGE ADVISORS CO.
FINANCIAL ADVANTAGE ADVISORS CO. | THE FINANCIAL ADVANTAGE GROUP, LLC | THE FINANACIAL ADVANTAGE GROUP, LLC
CRD#: 117131 / SEC#:
Connecticut
Registered Investment Advisory firm - (8/24/1994 Approved)Massachusetts
Registered Investment Advisory firm - (11/29/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Windsor, CT
Mailing Address
Phone number
860-688-8849 X201
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 79 |
| AUM (Assets Under Management) | $ 16,655,421 |
Red Flags
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