Russell, Meccia
Ramapo Wealth Advisors, Affiliated with Steward Partners
500 N Franklin TurnpikeSuite 322
Ramsey, NJ 07446
5514044556
About Ramapo Wealth Advisors, Affiliated with Steward Partners
Ramapo Wealth Advisors, Affiliated with Steward Partners, was established with the mission of delivering the highest quality personalized planning advice and investment solutions to each of our clients. Everyone at our firm are partners dedicated to exceeding the expectations of our clients. Our firm is built with a focus on integrity, culture and partnership.
Our focus is always on our clients and their needs. We help people make sound financial decisions and durable plans that will last through major life events and grow with them over the years. We aim to educate our clients on choices available and provide them with a variety of solutions tailored to their goals and personalities.
See Disclosures
General Information
Firm Start Year
CRD#
7002037
Firm CRD#
283004
States Licensed in
NJ , NY
Years of Experience in Financial Services
15
Number of Years with Current Firm
4
Work with the following types of clients
Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CPFA
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Annuity, Variable Life, Long Term Care, Variable Annuity, Life
Firm Information
Assets Managed by Firm
$500,000,000
Advisor's Number of Clients
100
Total Assets Under Management by Advisor
70000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER", and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.
Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC's licensed insurance agency affiliates.
Securities are offered through Steward Partners Investment Solutions, LLC ( SPIS ), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ( SPIA ), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
Representatives of Ramapo Wealth Advisors are registered with and provide securities and/or advisory services through Steward Partners.
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893389/financialplanners-Ramapo-Wealth-Advisors,-Affiliated-with-Steward-Partners-detailed-disclosure.html