Ronald John Briggs Iii
Professional Summary
Ronald John Briggs III, who also goes by Ronald John Briggs III, is a registered financial advisor currently at SIMPLYRIA ADVISOR NETWORK located in Brighton, Michigan and A SMARTER WAY TO INVEST located in Brighton, Michigan. Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ronald has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ronald John Briggs Iii
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Contact Information
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
A SMARTER WAY TO INVEST, INC | STOCK SENIOR SERVICES | SIMPLYRIA ADVISOR NETWORK | SIMPLY RIA, INC | SCOTT KARL ECONOMIC AND INSURANCE SERVICES | ROYAL PALM PRIVATE WEALTH MANAGEMENT | PRIVATE FINANCIAL COUNSEL, LLC. | PRIVATE FINANCIAL COUNSEL | PFC | PALADIN FINANCIAL SERVICES, LLC | OUTRIDER WEALTH AND FINANCIAL PLANNING | OLIVIA WEALTH MANAGEMENT LLC | MSM ELITE MARKETING, INC | MONEY STRATEGIES OF MICHIGAN, INC | MONEY STRATEGIES OF MICHIGAN | MENACH CAPITAL, LLC | KIS FINANCIAL, LLC | KIS FINANCIAL | KINGSBURY FINANCIAL ADVISORS | INVESTWISE WEALTH MANAGEMENT INC. | IMAGINE ADVISORS, LLC | FRANK THE FINANCIAL COACH LLC | FORMULA FOLIOS PRESTIGE, LLC | FAVRE WEALTH MANAGEMENT LLC | DAVY WEALTH MANAGEMENT | COLLEGE PLANNING FRESNO | CJ INSTITUTIONAL | CJ | CAITLIN JOHN, LLC | CAITLIN JOHN PRIVATE WEALTH MANAGEMENT | CAITLIN JOHN | BRIGGS FINANCIAL GROUP, LLC | BRIGGS FINANCIAL GROUP WEALTH ADVISORS | BRIDGEWISE FINANCIAL PARTNERS LLC | BRIDGEWISE FINANCIAL PARTNERS | BFG WEALTH ADVISORS | BFG | BASTION WEALTH MANAGEMENT LLC | ASPEN PRIVATE WEALTH MANAGEMENT | ALIGNMENT FINANCIAL PLANNING, LLC
Contact Information
Main Address
1024 E. Grand River Ave Suite B, Brighton, MI 48116Phone Number
(810) 355-1325# of Employees
29SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,158AUM (Assets Under Management)
$214,892,486Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
A SMARTER WAY TO INVEST, INC | STOCK SENIOR SERVICES | SIMPLYRIA ADVISOR NETWORK | SIMPLY RIA, INC | SCOTT KARL ECONOMIC AND INSURANCE SERVICES | ROYAL PALM PRIVATE WEALTH MANAGEMENT | PRIVATE FINANCIAL COUNSEL, LLC. | PRIVATE FINANCIAL COUNSEL | PFC | PALADIN FINANCIAL SERVICES, LLC | OUTRIDER WEALTH AND FINANCIAL PLANNING | OLIVIA WEALTH MANAGEMENT LLC | MSM ELITE MARKETING, INC | MONEY STRATEGIES OF MICHIGAN, INC | MONEY STRATEGIES OF MICHIGAN | MENACH CAPITAL, LLC | KIS FINANCIAL, LLC | KIS FINANCIAL | KINGSBURY FINANCIAL ADVISORS | INVESTWISE WEALTH MANAGEMENT INC. | IMAGINE ADVISORS, LLC | FRANK THE FINANCIAL COACH LLC | FORMULA FOLIOS PRESTIGE, LLC | FAVRE WEALTH MANAGEMENT LLC | DAVY WEALTH MANAGEMENT | COLLEGE PLANNING FRESNO | CJ INSTITUTIONAL | CJ | CAITLIN JOHN, LLC | CAITLIN JOHN PRIVATE WEALTH MANAGEMENT | CAITLIN JOHN | BRIGGS FINANCIAL GROUP, LLC | BRIGGS FINANCIAL GROUP WEALTH ADVISORS | BRIDGEWISE FINANCIAL PARTNERS LLC | BRIDGEWISE FINANCIAL PARTNERS | BFG WEALTH ADVISORS | BFG | BASTION WEALTH MANAGEMENT LLC | ASPEN PRIVATE WEALTH MANAGEMENT | ALIGNMENT FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
(7/19/2021)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2019About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ronald John Briggs III's CRS (Customer Relationship Summary).
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