Unclaimed Profile

Ronald Anthony Sugameli

WESTON FINANCIAL GROUP INC·WELLESLEY, Massachusetts

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65Clean record33 years registeredWESTON FINANCIAL GROUP INC

100 WILLIAM ST, WELLESLEY, MA 02481CRD# 1330887Firm CRD# 110407

Profile Verification

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

Identity

Ronald Anthony Sugameli · WELLESLEY, MA

Registration

CRD #1330887 · WESTON FINANCIAL GROUP INC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTON FINANCIAL GROUP INC

WESTON FINANCIAL

Feb 1993 – Sep 2019

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · February 19, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASHINGTON TRUST ADVISORS, INC.

CRD 110407 · SEC 801-18403

AUM

$1.9B

Regulatory assets under management

Employees

1,414 client accounts

Services offered by WASHINGTON TRUST ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WASHINGTON TRUST ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Ronald Anthony Sugameli offer?

Ronald Anthony Sugameli specializes in Financial Planning, Investment Management.

What are Ronald Anthony Sugameli's credentials?

Ronald Anthony Sugameli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Anthony Sugameli located?

Ronald Anthony Sugameli is based in WELLESLEY, Massachusetts, last registered with WESTON FINANCIAL GROUP INC.

How does Ronald Anthony Sugameli charge for services?

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

How large is WESTON FINANCIAL GROUP INC?

WESTON FINANCIAL GROUP INC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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