RB

Ronald A. Bilecki

Some features on this profile are disabled
CRD#: 803553
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Allan Bilecki was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1975. Ronald had worked at 4 firms and has passed the Series 65, Series 63, Series 1, Series 24 and Series 39 exams.

Question & Answer


Are you a "fiduciary"?
No

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 11, 2008 - February 9, 2017

FINANCIAL DESIGNS CORPORATION

RIA
CRD#: 14829
CLAREMONT, CA
Past

December 18, 1984 - April 8, 2010

FINANCIAL DESIGNS CORPORATION

BD
CRD#: 14829
CLAREMONT, CA
Past

March 22, 1982 - January 9, 1985

BOARDWALK CAPITAL CORPORATION

BD
CRD#: 10279
Past

January 22, 1981 - February 11, 1982

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

January 9, 1975 - November 27, 1979

NYLIFE SECURITIES LLC

BD
CRD#: 5167

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".
FD
FINANCIAL DESIGNS CORPORATION
FINANCIAL DESIGNS CORPORATION

CRD#: 14829 / SEC#: 801-49374, 8-31336

RIA
Registered Investment Advisory firm - SEC (5/24/1995 Approved)
BD
Terminated by SEC on 05/30/2010

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 1/6/1975
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/27/1983
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


FD
FINANCIAL DESIGNS CORPORATION
FINANCIAL DESIGNS CORPORATION

CRD#: 14829 / SEC#: 801-49374, 8-31336

RIA
Registered Investment Advisory firm - SEC (5/24/1995 Approved)
BD
Terminated by SEC on 05/30/2010
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
540 W. Baseline Rd #10, Claremont, CA 91711-5805
Mailing Address
Phone number
(909) 626-1642
Established
California since 03/09/1981
Firm type
Corporation
Fiscal year end
December
# of Employees
6

SEC notice filing (12 States and Territories)


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

Direct owners and executive officers


NamePositionCRD#
RONALD A. BILECKI & JUDY A. BILECKI, TTEES OF THE 2002 BILECKI FAMILY TRUST, DATED 8-27-02OWNER, LIVING TRUST "569-56-0084"
BILECKI, JUDY ANNVICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02
BILECKI, RONALD ALLANPRESIDENT, FINOP, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02803553
PAVAN, NINO GABRIELV.P., CHIEF COMPLIANCE OFFICER2358609

Regulatory assets under management


Total Number of Accounts1,312
AUM (Assets Under Management)$ 507,915,735

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


FINANCIAL DESIGNS CORPORATION

CRD#: 14829

TRUST BUT VERIFY

Monitor Ronald Bilecki

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.