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

Ronald H. Buckner

CHOICETRADE
EAST BRUNSWICK, NJ 08816
Some features on this profile are disabled
CRD#: 3220403
RB

Professional summary


Ronald H Buckner is a registered financial professional currently at CHOICETRADE located in East Brunswick, New Jersey.

Ronald is registered as a RR (Registered Representative) and started their career in finance in 2000. Ronald has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 62, Series 4, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 H Buckner'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®
None

Experience


Current

October 10, 2000 - Present

CHOICETRADE

Office #1: 65 Milltown Road Suite 2b, East Brunswick, NJ 08816
BD
CRD#: 104021
EAST BRUNSWICK, NJ
Past

May 26, 2000 - June 5, 2000

ICAP SECURITIES USA LLC

BD
CRD#: 19739
NEW YORK, NY

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
(6/14/2006)
RR
Alaska
(1/8/2010)
RR
Arizona
(6/14/2006)
RR
Arkansas
(1/20/2010)
RR
California
(12/19/2002)
RR
Colorado
(5/7/2003)
RR
Connecticut
(1/28/2005)
RR
Delaware
(1/22/2010)
RR
District of Columbia
(3/19/2010)
RR
Florida
(1/3/2005)
RR
Georgia
(1/26/2005)
RR
Hawaii
(3/4/2010)
RR
Idaho
(1/8/2010)
RR
Illinois
(1/3/2005)
RR
Indiana
(6/14/2006)
RR
Iowa
(1/19/2010)
RR
Kansas
(1/20/2010)
RR
Kentucky
(1/14/2010)
RR
Louisiana
(1/20/2010)
RR
Maine
(2/18/2010)
RR
Maryland
(1/3/2005)
RR
Massachusetts
(1/14/2010)
RR
Michigan
(1/3/2005)
RR
Minnesota
(1/11/2010)
RR
Mississippi
(1/8/2010)
RR
Missouri
(1/21/2010)
RR
Montana
(1/11/2010)
RR
Nebraska
(1/22/2010)
RR
Nevada
(6/25/2007)
RR
New Hampshire
(3/22/2006)
RR
New Jersey
(10/10/2000)
RR
New Mexico
(3/4/2008)
RR
New York
(1/22/2003)
RR
North Carolina
(1/6/2005)
RR
North Dakota
(1/13/2010)
RR
Ohio
(1/14/2005)
RR
Oklahoma
(1/13/2010)
RR
Oregon
(2/24/2010)
RR
Pennsylvania
(1/20/2005)
RR
Rhode Island
(1/15/2010)
RR
South Carolina
(1/7/2005)
RR
South Dakota
(1/8/2010)
RR
Tennessee
(3/24/2010)
RR
Texas
(1/3/2005)
RR
Utah
(6/14/2006)
RR
Vermont
(2/1/2010)
RR
Virginia
(1/3/2005)
RR
Washington
(1/3/2005)
RR
West Virginia
(1/7/2010)
RR
Wisconsin
(6/14/2006)
RR
Wyoming
(1/11/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 12/18/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/4/2002
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CH
CHOICETRADE
CHOICETRADE | LETSGOTRADE, INC.

CRD#: 104021 / SEC#: , 8-52511

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge 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
65 Milltown Road Suite 2b, East Brunswick, NJ 08816
Mailing Address
151 San Francisco Street Suite 200, San Juan, PR 00901
Phone number
(787) 773-1848
Established
Delaware since 03/28/2000
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (52 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#
CHOICETRADE HOLDINGS, INC.OWNER
BUCKNER, RONALD HCHIEF FINANCIAL OFFICER, DIRECTOR, FINOP & SECRETARY3220403
GOLVALA, NEVILLECHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER1710355

Disclosures


Regulatory Event1

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


CHOICETRADE

CRD#: 104021East Brunswick, NJ 08816

TRUST BUT VERIFY

Monitor Ronald Buckner

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

Similar Advisors


Shivam S Mittal
Shivam MittalAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Summit, NJ
Elizabeth Katz Miller
Elizabeth MillerAdvisorCheck Check Mark
SUMMIT PLACE FINANCIAL ADVISORS, LLC
IAR
Summit, NJ
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