Unclaimed Profile

Ronald D Weiner

RETIREMENT DESIGN & MANAGEMENT INC·WESTPORT, Connecticut

SIE, Series 7, Series 22, Series 24, Series 53, Series 63CFPClean record31 years registeredRETIREMENT DESIGN & MANAGEMENT INC

1555 POST ROAD EAST, WESTPORT, CT 06880CRD# 1218537Firm CRD# 106067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald D Weiner · WESTPORT, CT

Registration

CRD #1218537 · RETIREMENT DESIGN & MANAGEMENT INC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RETIREMENT DESIGN & MANAGEMENT INC

HIGHTOWER ADVISORS, LLC

Oct 2016 – Mar 2020

Boca Raton, FL

RDM REAL ESTATE SERVICES LLC

Sep 2006 – Feb 2011

WESTPORT, CT

PALM HARBOR ADVISORS LLC

May 2004 – Mar 2009

BOCA RATON, FL

RETIREMENT DESIGN & MANAGEMENT INC

Jan 1995 – Oct 2016

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 24

Series 53

Series 63

Registration record

First registered · January 3, 1995

Years registered · 31

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT DESIGN & MANAGEMENT INC

CRD 106067 · SEC 801-47206

AUM

$599M

Regulatory assets under management

Employees

988 client accounts

Services offered by RETIREMENT DESIGN & MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT DESIGN & MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Ronald D Weiner offer?

Ronald D Weiner specializes in Financial Planning, Investment Management.

What are Ronald D Weiner's credentials?

Ronald D Weiner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ronald D Weiner located?

Ronald D Weiner is based in WESTPORT, Connecticut, last registered with RETIREMENT DESIGN & MANAGEMENT INC.

How does Ronald D Weiner charge for services?

Ronald D Weiner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT DESIGN & MANAGEMENT INC?

RETIREMENT DESIGN & MANAGEMENT INC has approximately 15 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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