AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RR

Rosario R. Ruggiero

Some features on this profile are disabled
CRD#: 1081665
RR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rosario Russell Ruggiero, who also goes by Rosario Russel Ruggiero, was a registered financial professional .

Rosario is a previously registered financial professional and started their career in finance in 1982. Rosario had worked at 5 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rosario Russel Ruggiero

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 17, 1988 - July 13, 1995

TRIPP & CO., INC.

BD
CRD#: 6967
NEW YORK, NY
Past

November 9, 1987 - November 19, 1987

HAAS SECURITIES CORPORATION

BD
CRD#: 2104
Past

April 15, 1987 - October 28, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

August 6, 1985 - April 13, 1987

EVANS & CO., INC.

BD
CRD#: 268
Past

December 21, 1983 - August 26, 1985

TRIPP & CO., INC.

BD
CRD#: 6967
Past

December 21, 1982 - October 22, 1984

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


T&
TRIPP & CO., INC.
TRIPP & CO., INC.

CRD#: 6967 / SEC#: , 8-19818

BD
Cancelled by SEC on 05/27/2009
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 01/01/1938
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRIPP FINANCIAL GROUP LTD.STOCKHOLDER
CARMAN, DONALD LESTERCHAIRMAN OF THE BOARD818688
NILSSEN, PAUL ARNOLDCHIEF FINANCIAL OFFICER1396224
OCONNOR, KEVIN MICHAEL JOHNPRESIDENT-CHIEF EXECUTIVE OFFICER- CHIEF COMPLIANCE OFFICER - CROP - SROP1096256

Disclosures


Regulatory Event10
Arbitration3

Red Flags


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.

Company Information


TRIPP & CO., INC.

CRD#: 6967

TRUST BUT VERIFY

Monitor Rosario Ruggiero

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics