Ronald M. Slosberg

SLOSBERG FINANCIAL SOLUTIONS

Bridgewater, NJ

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CRD#: 5335318

Professional summary

Ronald Mark Slosberg, CFP®, who also goes by Ronald Slosberg, is a registered financial advisor currently at SLOSBERG FINANCIAL SOLUTIONS, LLC located in Bridgewater, New Jersey.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ronald has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ronald Slosberg

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) - RIA

Click below to view Ronald Mark Slosberg'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 10, 2007 - Present

SLOSBERG FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 144061

Bridgewater, NJ

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
(7/10/2007)

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

Current Firm

SLOSBERG FINANCIAL SOLUTIONS, LLC

CRD#: 144061 / SEC#:

New Jersey

Registered Investment Advisory firm - (7/10/2007 Approved)

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Contact information

Main Address

Bridgewater, NJ

Mailing Address

Phone number

(908) 698-9847

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.