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RW

Ronald J. Weintraub

FORTITUDE ADVISORY GROUP L.L.C.
KENTFIELD, CA
Some features on this profile are disabled
CRD#: 702646
RW

Professional summary

Ronald Joseph Weintraub, who also goes by Ronald James Weintraub, is a registered financial advisor currently at FORTITUDE ADVISORY GROUP L.L.C. located in Kentfield, California.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Ronald has worked at 9 firms and has passed the Series 63, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronald James Weintraub

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 Joseph Weintraub's CRS (Customer Relationship Summary).
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

July 1, 2011 - Present

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
KENTFIELD, CA
Past

June 17, 2013 - February 28, 2014

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

December 12, 2007 - July 1, 2011

WORKMAN SECURITIES CORPORATION

RIA
CRD#: 31898
MILL VALLEY, CA
Past

February 28, 2006 - July 1, 2011

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
MILL VALLEY, CA
Past

March 30, 1998 - March 1, 2006

AMERICAN INVESTORS COMPANY

RIA
CRD#: 38
SAN RAFAEL, CA
Past

January 18, 1990 - March 1, 2006

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
SAN RAMON, CA
Past

October 13, 1988 - January 29, 1990

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

April 3, 1987 - October 13, 1988

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

November 18, 1983 - May 3, 1985

COASTAL SECURITIES CORPORATION

BD
CRD#: 8523
Past

April 22, 1983 - December 6, 1983

CALIFORNIA MUNICIPAL INVESTORS, INC.

BD
CRD#: 7311
Past

September 3, 1980 - July 6, 1981

M.L. STERN & CO., LLC.

BD
CRD#: 8327
Past

December 21, 1979 - October 3, 1980

CALIFORNIA MUNICIPAL INVESTORS, INC.

BD
CRD#: 7311

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 Approved)

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
California
(7/1/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 1/9/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/15/1979
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 5/26/1983
Municipal Securities Principal Examination

Current Firm

FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 Approved)
PREMIUM
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Contact information

Main Address
7195 Wagner Way Suite 104, Gig Harbor, WA 98335
Mailing Address
Phone number
(253) 470-4977
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTITUDE ADVISORY GROUP BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts1,326
AUM (Assets Under Management)$ 416,903,117

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

FORTITUDE ADVISORY GROUP L.L.C.

CRD#: 116083Kentfield, CA

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