RT
Ronald M. Taraborrelli
STRATOS WEALTH ADVISORS LLC
SICKLERVILLE, NJ
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CRD#: 2731205
RT
Professional summary
Ronald Mario Taraborrelli, CFP®, who also goes by Ronald Mario Taraborrelli, Ronald Taraborrelli, Ronnie Taraborrelli, is a registered financial advisor currently at STRATOS WEALTH ADVISORS LLC located in Sicklerville, New Jersey.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ronald has worked at 10 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronald Mario Taraborrelli | Ronald Taraborrelli | Ronnie Taraborrelli
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) NAME OF BUSINESS: INTELLIGENT TAX SERVICES ADDRESS: 7 ARLINGTON RD., SICKLERVILLE, NJ 08081 DESCRIPTION: INCOME TAX PREPARATION START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 12 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PREPARE INDIVIDUAL INCOME TAX RETURNS (2) NAME OF BUSINESS: SYNERGY WEALTH MANAGEMENT, REGISTERED INVESTMENT ADVISOR DBA INVESTMENT RELATED: YES ADDRESS: 10000 Lincoln Drive East Suite 201 Marlton, New Jersey 08053 POSITION: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 160 HOURS DEVOTED DURING TRADING HOURS: 160 DESCRIPTION: FINANCIAL PLANNING AND ASSET MANAGEMENT (3) NAME OF BUSINESS: INSURANCE INVESTMENT RELATED: YES ADDRESS: 7 ARLINGTON RD., SICKLERVILLE, NJ 08081 POSITION: AGENT START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 6 DESCRIPTION: SALE AND SERVICE OF FIXED ANNUITIES AND LIFE INSURANCE (4) NAME OF BUSINESS: FILITALIA INTERNATIONAL INVESTMENT RELATED: NO ADDRESS: 1834 E PASSYUNK AVE POSITION: DIRECTOR OF FINANCE START DATE: 9/22/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DESCRIPTION: TO PRESERVE THE HISTORY AND HERITAGE OF THE ITALIAN-AMERICAN COMMUNITY
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Mario Taraborrelli'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®
Experience
Current
October 2, 2024 - Present
STRATOS WEALTH ADVISORS LLC
Office #2: 10000 Lincoln Drive East Suite 201, Marlton, NJ 08053RIA
CRD#: 283816
SICKLERVILLE, NJ
Past
February 8, 2019 - October 8, 2024
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Malvern, PA
Past
February 8, 2019 - October 8, 2024
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
July 13, 2018 - January 14, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
June 3, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MARLTON, NJ
Past
October 5, 2011 - June 2, 2014
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MARLTON, NJ
Past
October 3, 2011 - January 7, 2019
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MARLTON, NJ
Past
March 7, 2001 - September 6, 2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
PHILADELPHIA, PA
Past
October 1, 2000 - March 2, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
April 6, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
January 2, 1997 - February 29, 2000
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
September 19, 1996 - February 3, 1997
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATOS WEALTH ADVISORS LLC
A. CARMI FINANCIAL, INC. | YOUNG AMERICAN WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS, LLC | VERITAS BOSTON WEALTH MANAGEMENT | TRUE NORTH WEALTH PARTNERS | THE RETIREMENT CORPORATION OF AMERICA | THE LOWRIE WEALTH MANAGEMENT GROUP | TAMARACK TRAIL INVESTMENT PARTNERS | SYNERGY WEALTH MANAGEMENT | STRATOS WEALTH ADVISORS LLC | SPAIN & SMITH WEALTH ADVISORS | RIVERVIEW WEALTH PARTNERS | RIVERBEND WEALTH MANAGEMENT | RETIREMENT CORPORATION OF AMERICA | RENO TAHOE WEALTH MANAGEMENT | PURPOSEFUL WEALTH | PISTONE WEALTH ADVISORS | PIERCE WEALTH PARTNERS | PARK EDGE ADVISORS | PALATINE HILL, LLC | NILSEN FINANCIAL SERVICES, LLC | NEXTIER WEALTH MANAGEMENT | NEW VIEW WEALTH ADVISORY | MCCANN WEALTH MANAGEMENT | MAJIED FINANCIAL GROUP, LLC | KYROS WEALTH MANAGEMENT | KOWAL FINANCIAL ADVISORS | JF WEALTH MANAGEMENT, LLC | INVESSENT WEALTH MANAGEMENRT | INTERSECTING WEALTH, LLC | GIERL AUGUSTINE INVESTMENT MANAGEMENT | GENERATIONS INVESTMENT MANAGEMENT | GA INVESTMENT MANAGEMENT | FREITAS WEALTH MANAGEMENT GROUP | FLAGSHIP FINANCIAL ADVISORS | FELLER WEALTH MANAGEMENT | EMERITUS WEALTH MANAGEMENT | CLAPBOARD HILL PRIVATE WEALTH | CENTURY WEALTH PARTNERS | BARNWOOD CAPITAL | AUGUST WEALTH ADVISORS | ACMEJACKWEALTHMANAGEMENT
CRD#: 283816 / SEC#: 801-108211
RIA
Registered Investment Advisory firm - (8/15/2016 Approved)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.Highlighted states indicate IAR registrations
IAR
New Jersey(10/2/2024)
IAR
Texas(10/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
STRATOS WEALTH ADVISORS LLC
A. CARMI FINANCIAL, INC. | YOUNG AMERICAN WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS, LLC | VERITAS BOSTON WEALTH MANAGEMENT | TRUE NORTH WEALTH PARTNERS | THE RETIREMENT CORPORATION OF AMERICA | THE LOWRIE WEALTH MANAGEMENT GROUP | TAMARACK TRAIL INVESTMENT PARTNERS | SYNERGY WEALTH MANAGEMENT | STRATOS WEALTH ADVISORS LLC | SPAIN & SMITH WEALTH ADVISORS | RIVERVIEW WEALTH PARTNERS | RIVERBEND WEALTH MANAGEMENT | RETIREMENT CORPORATION OF AMERICA | RENO TAHOE WEALTH MANAGEMENT | PURPOSEFUL WEALTH | PISTONE WEALTH ADVISORS | PIERCE WEALTH PARTNERS | PARK EDGE ADVISORS | PALATINE HILL, LLC | NILSEN FINANCIAL SERVICES, LLC | NEXTIER WEALTH MANAGEMENT | NEW VIEW WEALTH ADVISORY | MCCANN WEALTH MANAGEMENT | MAJIED FINANCIAL GROUP, LLC | KYROS WEALTH MANAGEMENT | KOWAL FINANCIAL ADVISORS | JF WEALTH MANAGEMENT, LLC | INVESSENT WEALTH MANAGEMENRT | INTERSECTING WEALTH, LLC | GIERL AUGUSTINE INVESTMENT MANAGEMENT | GENERATIONS INVESTMENT MANAGEMENT | GA INVESTMENT MANAGEMENT | FREITAS WEALTH MANAGEMENT GROUP | FLAGSHIP FINANCIAL ADVISORS | FELLER WEALTH MANAGEMENT | EMERITUS WEALTH MANAGEMENT | CLAPBOARD HILL PRIVATE WEALTH | CENTURY WEALTH PARTNERS | BARNWOOD CAPITAL | AUGUST WEALTH ADVISORS | ACMEJACKWEALTHMANAGEMENT
CRD#: 283816 / SEC#: 801-108211
RIA
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Contact information
Main Address
3750 Park East Drive Suite 200, Beachwood, OH 44122
Mailing Address
Phone number
(440) 519-2500
Established
Firm type
Fiscal year end
# of Employees
181
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,432 |
| AUM (Assets Under Management) | $ 4,905,828,030 |
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.
