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DR

Dionelle Rucker

SAN ANTONIO WEALTH
SAN ANTONIO, TX
Some features on this profile are disabled
CRD#: 6361863
DR

Professional summary

Dionelle Rucker is a registered financial advisor currently at SAN ANTONIO WEALTH, LLC located in San Antonio, Texas.

Dionelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Dionelle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
Rucker Financial Group, LLC ("RFG") is a non-investment-related business located at 24165 IH 10 W, Ste. 217, San Antonio, TX 78257. RFG provides business office services to local small-business firms. Mr. Dionelle Rucker is Owner & President of both Rucker Financial Group, LLC and San Antonio Wealth, LLC. RFG began operations in August 2022. Mr. Rucker spends approximately 120 hours/month at this business. He plans to devote less than 10% of a business day to Rucker Financial Group, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dionelle Rucker'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®
None

Experience

Current

August 30, 2023 - Present

SAN ANTONIO WEALTH, LLC

RIA
CRD#: 324080
SAN ANTONIO, TX
Past

December 6, 2017 - December 22, 2022

TORRES FINANCIAL SERVICES, INC.

RIA
CRD#: 114486
SAN ANTONIO, TX
Past

December 3, 2014 - March 10, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN ANTONIO, TX
Past

October 10, 2014 - March 10, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN ANTONIO, TX

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
Texas
(8/30/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/2/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/10/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/10/2014
General Securities Representative Examination

Current Firm

SA
SAN ANTONIO WEALTH, LLC
SAN ANTONIO WEALTH MANAGEMENT, LLC | SAN ANTONIO WEALTH, LLC

CRD#: 324080 / SEC#:

Texas
Registered Investment Advisory firm - (8/30/2023 Approved)
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Contact information

Main Address
San Antonio, TX
Mailing Address
Phone number
(210) 420-8477
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 523,175

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

SAN ANTONIO WEALTH, LLC

CRD#: 324080San Antonio, TX

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