What stage does Ruggiero Investments invest at?

Ruggiero Investments invests at the Seed, Late Stage stages.

Where is Ruggiero Investments located?

Ruggiero Investments is headquartered in West Palm Beach, US.

Ruggiero Investments

Institutional investor

West Palm Beach · Seed–Late Stage · 5 people tracked

Also known as RUGGIERO INVESTMENTS, INC.

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Investment thesis

Ruggiero Investments is an SEC-registered independent investment advisory (RIA) firm that provides fiduciary financial planning and portfolio management to individuals, trusts, corporations, and non-profits, using public-market instruments such as stocks, bonds, ETFs, mutual funds, and REITs.

Invests inUnited States West Palm Beach

Source: firm website, verified Sep 29, 2026.

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Stage

Seed–Late Stage

West Palm Beach, US

Founded

2013

AUM

$137.6M

Team · 5 people

from the firm's website

Catherine A. Moir· Administrator

Administrator managing operations, including workflow, client inquiries, billing, scheduling, and administrative support, with a background in operations and human resources.

Christopher T. Ruggiero· Executive Vice President· New York, New York, United States

Executive Vice President with nearly 20 years of financial services experience, having worked at firms such as J.P. Morgan Chase, Capital One, and TD Ameritrade in roles including regional supervisor and various principal positions. He holds a Bachelor of Professional Studies from Empire State College, SUNY.

Donald B. Johns III· Financial Advisor

Financial Advisor, Registered Representative, and licensed Investment Adviser Representative with many years of experience helping individuals and families with retirement planning and wealth management.

Matthew A. Cianci· Portfolio Manager

CFA charterholder and Portfolio Manager specializing in portfolio construction and wealth management for high-net-worth clients. He previously worked as an Investment Banking Associate at UBS Securities and held roles at Bank of America Private Bank, and is a graduate of Cornell University.

Thomas W. Ruggiero· President· Melbourne, Florida, United Statesin

President who transitioned from a career in the aeronautical industry into financial services, focusing on retirement and financial planning. He holds a BA in Business Administration from Metropolitan College of New York and is a Chartered Retirement Plans Specialist (CRPS).

Frequently asked questions

What stage does Ruggiero Investments invest at?: Ruggiero Investments invests at the Seed, Late Stage stages.
Where is Ruggiero Investments located?: Ruggiero Investments is headquartered in West Palm Beach, US.

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