AdvisorOS Directory
Claim Profile
EW

Ellen Buchanan Wilcox

RUGGIE CAPITAL GROUP, INC.·TAVARES, Florida
Unclaimed Profile
2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 1015243Firm CRD# 145595
01

About

Ellen Buchanan Wilcox is a registered financial advisor based in TAVARES, Florida, affiliated with RUGGIE CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
RUGGIE CAPITAL GROUP, LLC
RUGGIE WEALTH MANAGEMENT
AUM
$15M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at RUGGIE CAPITAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1015243
Firm CRD# 145595
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TAVARES?

Browse all registered financial advisors in TAVARES, Florida or claim this profile if it's yours.

Browse TAVARES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ellen Buchanan Wilcox offer?
Ellen Buchanan Wilcox specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TAVARES, Florida for a consultation.
What are Ellen Buchanan Wilcox's credentials?
Ellen Buchanan Wilcox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ellen Buchanan Wilcox located?
Ellen Buchanan Wilcox is based in TAVARES, Florida, working with RUGGIE CAPITAL GROUP, INC.. Their office serves clients in the TAVARES metropolitan area and surrounding communities.
How does Ellen Buchanan Wilcox charge for services?
Ellen Buchanan Wilcox'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 RUGGIE CAPITAL GROUP, INC.?
RUGGIE CAPITAL GROUP, INC. has approximately 15 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TAVARES
Robert Liddell Clark — DESTINY WEALTH PARTNERS, LLCThomas Huey Ruggie — DESTINY WEALTH PARTNERS, LLCLouis Mitchell Shinaman — RUGGIE CAPITAL GROUP, INC.Michael Case Smith — RUGGIE CAPITAL GROUP, INC.Jorge A Romero — RUGGIE CAPITAL GROUP, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile