RE
Ronald J. Eagar
WEALTH SOLUTIONS
Jericho, NY 11753
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CRD#: 4334576
RE
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronald John Eager
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
CRS (Client Relationship Summary) - RIA
Click below to view Ronald John Eagar'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®
NoneExperience
Current
February 8, 2022 - Present
WEALTH SOLUTIONS, LLC
Office #1: 50 Jericho Quadrangle, Jericho, NY 11753RIA
CRD#: 126113
Jericho, NY
Past
August 31, 2021 - December 31, 2021
WEALTH SOLUTIONS, LLC
RIA
CRD#: 126113
Jericho, NY
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 York(2/8/2022)
Current Firm
WS
WEALTH SOLUTIONS, LLC
GRASSI & CO. CPA'S PC | WEALTH SOLUTIONS, LLC | GRASSI WEALTH ADVISORS LLC
CRD#: 126113 / SEC#:
New Jersey
Registered Investment Advisory firm - (6/22/2017 Terminated)New York
Registered Investment Advisory firm - (2/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Jericho Quadrangle Suite 200, Jericho, NY 11753
Mailing Address
Phone number
(516) 256-3500
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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