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

Ronald R. Redell

FORESIDE FUND SERVICES
Los Angeles, CA 90071
Some features on this profile are disabled
CRD#: 2426944
RR

Professional summary


Ronald Robert Redell, CFA, who also goes by Ron Redell, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Los Angeles, California.

Ronald is registered as a RR (Registered Representative) and started their career in finance in 1993. Ronald has worked at 8 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Redell

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) - BD


Click below to view Ronald Robert Redell's CRS (Customer Relationship Summary).
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®
CFA

Experience


Current

January 2, 2015 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 333 S. Grand Avenue 18th Floor, Los Angeles, CA 90071
BD
CRD#: 46106
Los Angeles, CA
Past

February 17, 2010 - December 31, 2014

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

September 11, 2000 - December 21, 2009

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA
Past

January 8, 1999 - August 31, 2000

PROVIDENT DISTRIBUTORS, INC.

BD
CRD#: 35174
KING OF PRUSSIA, PA
Past

October 1, 1998 - December 31, 1998

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

October 1, 1997 - October 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

July 27, 1995 - October 1, 1997

ROBERTSON, STEPHENS & COMPANY LLC

BD
CRD#: 7730
SAN FRANCISCO, CA
Past

November 17, 1993 - July 13, 1995

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA

State Registrations and Notice Filings


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

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
Alabama
(4/9/2015)
RR
Alaska
(4/9/2015)
RR
Arizona
(4/9/2015)
RR
Arkansas
(4/9/2015)
RR
California
(1/2/2015)
RR
Colorado
(4/9/2015)
RR
Connecticut
(4/9/2015)
RR
Delaware
(4/9/2015)
RR
District of Columbia
(4/9/2015)
RR
Florida
(4/9/2015)
RR
Georgia
(4/9/2015)
RR
Hawaii
(4/9/2015)
RR
Idaho
(4/9/2015)
RR
Illinois
(1/2/2015)
RR
Indiana
(4/9/2015)
RR
Iowa
(4/9/2015)
RR
Kansas
(4/9/2015)
RR
Kentucky
(4/9/2015)
RR
Louisiana
(4/9/2015)
RR
Maine
(4/9/2015)
RR
Maryland
(4/9/2015)
RR
Massachusetts
(1/2/2015)
RR
Michigan
(4/9/2015)
RR
Minnesota
(4/9/2015)
RR
Mississippi
(4/9/2015)
RR
Missouri
(4/9/2015)
RR
Montana
(4/9/2015)
RR
Nebraska
(4/9/2015)
RR
Nevada
(4/9/2015)
RR
New Hampshire
(4/9/2015)
RR
New Jersey
(4/9/2015)
RR
New Mexico
(4/9/2015)
RR
New York
(1/2/2015)
RR
North Carolina
(4/9/2015)
RR
North Dakota
(4/9/2015)
RR
Ohio
(4/9/2015)
RR
Oklahoma
(4/9/2015)
RR
Oregon
(4/9/2015)
RR
Pennsylvania
(4/9/2015)
RR
Rhode Island
(4/9/2015)
RR
South Carolina
(4/9/2015)
RR
South Dakota
(4/9/2015)
RR
Tennessee
(4/9/2015)
RR
Texas
(4/9/2015)
RR
Utah
(4/9/2015)
RR
Vermont
(4/9/2015)
RR
Virginia
(4/9/2015)
RR
Washington
(4/9/2015)
RR
West Virginia
(4/9/2015)
RR
Wisconsin
(4/9/2015)
RR
Wyoming
(4/9/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 12/17/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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


FORESIDE FUND SERVICES, LLC

CRD#: 46106Los Angeles, CA 90071

TRUST BUT VERIFY

Monitor Ronald Redell

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

Similar Advisors


Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
Kenneth Hickman
Kenneth HickmanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brea, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
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