Ruggiero Investments
Institutional investorWest Palm Beach · Seed–Late Stage · 5 people tracked
Also known as RUGGIERO INVESTMENTS, INC.
Investment thesis
Ruggiero Investments is an independent Registered Investment Advisor (RIA) registered with the SEC, offering brokerage, insurance, and benefits services through its affiliates.
Source: firm website, verified Aug 2, 2026.
Team · 5 people
from the firm's websiteAdministrator managing operations, including workflow, client inquiries, billing, scheduling, and administrative support, with a background in operations and human resources.
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.
Financial Advisor, Registered Representative, and licensed Investment Adviser Representative with many years of experience helping individuals and families with retirement planning and wealth management.
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.
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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