Ruggiero Investments

Thomas Ruggiero is a financial advisor with Ruggiero Investments, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Finalis Securities, Dominion Investor Services, and Newport Coast Securities before his current roles. Outside of advisory work, he owns an accounting practice, Reliable Accountants, LLC, which provides bookkeeping and tax services. Ruggiero Investments offers advisory and planning services to individuals, families, trusts, businesses, non-profits, and pension plans. The firm customizes portfolios based on documented client goals and employs a range of analytical methods alongside modern portfolio theory for long-term management.

Donald Johns is an investment advisor at Ruggiero Investments with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Finalis Securities, Level Bridge Capital, and Phoenix Financial Services. Outside of his advisory role, he is involved with Ruggiero Consulting, where he assists clients with debt and equity capital raising. Ruggiero Investments provides advisory and planning services to individuals, families, trusts, businesses, non-profits, and pension plans. The firm emphasizes long-term portfolio management using a combination of analytical methods and tailors portfolios based on documented client goals, risk tolerance, and time horizon.

Thomas Ruggiero is the president and CEO of Ruggiero Investments, a firm he has led since 2013. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. His prior roles include positions at Dominion Investor Services, Newport Coast Securities, and Calton & Associates. Outside of his advisory work, he is involved in several business ventures including a company focused on creating inventions and patents, and a succession planning service for financial professionals. Ruggiero Investments provides investment advisory and planning services to individuals, families, trusts, businesses, non-profits, and pension plans. The firm emphasizes long-term portfolio management tailored to client goals and employs a variety of analytical methods alongside modern portfolio theory. It operates multiple offices and maintains a network of affiliated businesses, including accounting and insurance services, as well as broker-dealer relationships that enable the offering of commissionable products.

Christopher Ruggiero is an executive vice president at Ruggiero Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SW Financial and National Securities Corporation. Outside of his advisory role, he owns an entertainment business and operates a licensed real estate agency, as well as an accounting practice. Ruggiero Investments provides investment advisory and planning services to individuals, families, trusts, businesses, non-profits, and pension plans. The firm emphasizes long-term portfolio management tailored to client goals and employs a combination of analytical methods alongside modern portfolio theory.