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Ronald John Eagar

WEALTH SOLUTIONS
Jericho, NY
·CRD# 4334576·5 years experience

Professional Summary

Ronald John Eagar, who also goes by Ronald John Eager, is a registered financial advisor currently at WEALTH SOLUTIONS, LLC located in Jericho, New York. Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ronald has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ronald John Eager

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

WEALTH SOLUTIONS, LLC·CRD# 126113
RIA
50 Jericho Quadrangle Suite 200, Jericho, NY 11753
February 8, 2022 - Present
WEALTH SOLUTIONS, LLC·CRD# 126113
RIA
Jericho, NY
August 31, 2021 - December 31, 2021

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Current Firm

WS
WEALTH SOLUTIONS, LLC

GRASSI & CO. CPA'S PC | WEALTH SOLUTIONS, LLC | GRASSI WEALTH ADVISORS LLC

CRD#: 126113
New Jersey
Registered Investment Advisory firm - New Jersey (6/22/2017 Terminated)
New York
Registered Investment Advisory firm - New York (2/8/2022 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

50 Jericho Quadrangle Suite 200, Jericho, NY 11753

Phone Number

(516) 256-3500

# of Employees

3

Documents

Latest Form ADV

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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) Wealth Concepts, LLC, Time Devoted 5%, 6/21/2010, Company receives solicitor's fees from third party advisors. Company is licensed to sell Life Insurance, 100% owned by GGI Holding, Inc., Indirect Owner 2) Wealth Solutions, LLC, Time Devoted 5%, 6/23/2010, Company receives solicitor's fee from third-party advisors, 100% owned by GGI Holding, Inc. Indirect Owner 3) GGI Holding Time Devoted 5%, 6/23/2010, Company receives solicitor's fee from third-party advisors, 100% 4) Life Planning Alliance, LLC. Time Devoted: 0%, 2/25/2016, Company receives solicitor's fee from third-party advisors, 100% owned by Wealth Solutions LLC. Indirect Owner, Currently inactive 5) Grassi Fund Administration Service, Inc., Time Devoted: 0%, 1/1/2014, Hedge Fund Administration/Bookkeeping, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 6) Grassi Technology Consultants, LLC, Time Devoted 0%, 8/27/2013, Computer consulting services,100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 7) Grassi Franchise Services, LLC, Time Devoted: 0%, 11/9/2016, Accounting and business services and tax compliance for franchise businesses, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 8) Grassi Capital Advisors, LLC Time Devoted: 0%, 7/20/2016, Specializes in M&A advisory services, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 9) Grassi Healthcare Advisors, LLC, Time Devoted: 5%, 8/3/2017, Compliance consulting for the heatlhcare industry, 80% Grassi & Co. CPAs, P.C. / 20% employee of Grassi Healthcare Advisors, LLC, Indirect Owner 10) Georgica Green Ventures, LLC, Time Devoted 5%, 10/18/2010, Real Estate Development, 50% owned by Louis Grassi, LLC and 50% unrelated entity, Indirect Owner 11) Louis Grassi LLC, Ownership 10%, 10/5/2015, Real Estate Investment

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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.
IAR
New York
(2/8/2022)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2022About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ronald John Eagar's CRS (Customer Relationship Summary).

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