Ronald V. Donato

CETERA INVESTMENT ADVISERS LLC

CHERRY HILL, NJ 08034

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CRD#: 2882509

Professional summary

Ronald Vincent Donato Jr, CFP®, who also goes by Ronald VIncent Donato Jr, Ronald Vincent Donato, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cherry Hill, New Jersey and CETERA WEALTH SERVICES, LLC located in Cherry Hill, New Jersey.

Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ronald has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ronald Vincent Donato Jr | Ronald Vincent Donato

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) ALLOY SILVERSTEIN FINANCIAL SERVICES, INC. POSITION: DIRECTOR OF FINANCIAL SERVICES NATURE: FINANCIAL SERVICES PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2014 ADDRESS: Cherry Hill NJ United States DESCRIPTION: FULL TIME POSITION; TRADING HOURS- ALL DAY;FULL TIME FINANCIAL ADVISOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Vincent Donato Jr'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 900 North Kings Highway Suite 101, Cherry Hill, NJ 08034

RIA

CRD#: 105644

CHERRY HILL, NJ

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 900 North Kings Highway Suite 101, Cherry Hill, NJ 08034

CRD#: 13572

CHERRY HILL, NJ

Past

October 25, 2019 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

CHERRY HILL, NJ

Past

October 25, 2019 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

CHERRY HILL, NJ

Past

February 26, 2014 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

CHERRY HILL, NJ

Past

February 24, 2014 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

CHERRY HILL, NJ

Past

December 14, 2007 - January 29, 2014

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA

CRD#: 7438

KING OF PRUSSIA, PA

Past

October 8, 1997 - January 29, 2014

VALLEY FORGE ASSET MANAGEMENT, LLC

CRD#: 7438

KING OF PRUSSIA, PA

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

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

Arizona
(9/5/2025)

Arkansas
(9/5/2025)

California
(9/5/2025)

Colorado
(9/5/2025)

Connecticut
(9/5/2025)

Delaware
(9/5/2025)

Florida
(9/5/2025)

Georgia
(9/5/2025)

Kentucky
(9/5/2025)

Maine
(9/5/2025)

Maryland
(9/5/2025)

Massachusetts
(9/5/2025)

Michigan
(9/5/2025)

New Jersey
(9/5/2025)

IAR

New Jersey
(9/5/2025)

New York
(9/5/2025)

North Carolina
(9/5/2025)

Pennsylvania
(9/5/2025)

Rhode Island
(9/5/2025)

South Carolina
(9/5/2025)

Texas
(9/5/2025)

IAR

Texas
(9/5/2025)

Virginia
(9/5/2025)

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

State Security Law Exam

IAR

Series 66

Date: 5/12/1997

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Ronald V. Donato

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Vincent Donato Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

VALLEY FORGE ASSET MANAGEMENT, LLC

VALLEY FORGE ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/1997

SIE

Date: 10/1/2018

Series 7

Date: 9/16/1997

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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