RUGGIE CAPITAL GROUP, LLC

RUGGIE WEALTH MANAGEMENT
TAVARES, Florida·6 registered advisors·CRD# 145595
SEC# 801-694192352-343-2700
01

Firm Overview

AUM
$15M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at RUGGIE CAPITAL GROUP, LLC

6 registered advisors
Ellen Buchanan Wilcox
TAVARES, Florida
Jorge A Romero
TAVARES, Florida
Louis Mitchell Shinaman
TAVARES, Florida
Michael Case Smith
TAVARES, Florida
Morgan Aileen Hatfield
TAVARES, Florida
Robert Zinkil
TAVARES, Florida
05

Office Locations

TAVARES, Florida
6 advisors

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Data sourced from SEC Form ADV filings. RUGGIE CAPITAL GROUP, LLC (CRD# 145595) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.