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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RR

Rory C. Roniger

BELLINGRATH WEALTH MANAGEMENT, L.L.C.
NEW ORLEANS, LA 70118
Some features on this profile are disabled
CRD#: 727862
RR

Professional summary

Rory Charles Roniger is a registered financial advisor currently at BELLINGRATH WEALTH MANAGEMENT, L.L.C. located in New Orleans, Louisiana and LPL FINANCIAL LLC located in New Orleans, Louisiana.

Rory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Rory has worked at 11 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rory Charles Roniger'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 24, 2025 - Present

BELLINGRATH WEALTH MANAGEMENT, L.L.C.

Office #1: 6065 Magazine Street, New Orleans, LA 70118
RIA
CRD#: 336024
NEW ORLEANS, LA
Current

December 16, 2009 - Present

LPL FINANCIAL LLC

Office #1: 6065 Magazine St, New Orleans, LA 70118-5823
RIA
BD
CRD#: 6413
New Orleans, LA
Past

December 16, 2009 - July 22, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEW ORLEANS, LA
Past

February 23, 2004 - December 22, 2009

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
NEW ORLEANS, LA
Past

February 4, 2004 - December 22, 2009

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
NEW ORLEANS, LA
Past

May 22, 1996 - February 7, 2004

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

November 7, 1991 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

November 7, 1991 - May 14, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

December 13, 1990 - October 29, 1991

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

November 4, 1988 - July 27, 1989

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN
Past

November 13, 1987 - March 16, 1990

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

September 4, 1986 - October 1, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

May 26, 1982 - March 16, 1990

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

April 16, 1981 - May 4, 1982

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635

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".
BW
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
BELLINGRATH WEALTH MANAGEMENT | BELLINGRATH WEALTH MANAGEMENT, L.L.C. | BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS

CRD#: 336024 / SEC#: 801-132844

RIA
Registered Investment Advisory firm - (5/23/2025 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/6/2025)
RR
Colorado
(8/29/2013)
RR
Louisiana
(12/16/2009)
IAR
Louisiana
(7/24/2025)
RR
Mississippi
(3/17/2014)
IAR
Mississippi
(7/25/2025)
RR
Missouri
(2/23/2021)
RR
Rhode Island
(7/24/2023)
RR
South Carolina
(1/13/2010)
RR
Texas
(1/13/2010)

Exams

State Security Law Exam
RR
Series 63
Date: 2/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 22
Date: 9/11/1984
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/14/1981
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BW
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
BELLINGRATH WEALTH MANAGEMENT | BELLINGRATH WEALTH MANAGEMENT, L.L.C. | BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS

CRD#: 336024 / SEC#: 801-132844

RIA
Registered Investment Advisory firm - (5/23/2025 Approved)
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Contact information

Main Address
6065 Magazine Street, New Orleans, LA 70118
Mailing Address
Phone number
(646) 395-3900
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 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

BELLINGRATH WEALTH MANAGEMENT ADV PART 2A (2/2/2026)

Regulatory assets under management

Total Number of Accounts459
AUM (Assets Under Management)$ 196,108,853

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

BELLINGRATH WEALTH MANAGEMENT, L.L.C.

CRD#: 336024New Orleans, LA 70118

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