🦊/People

Thomas W. Ruggiero

Investor

President at Ruggiero Investments

Melbourne, Florida, United States

Find your path to Thomas

4 people in our graph share verified history with Thomas β€” schools, employers, funds. One of them is your warm intro.

About

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).

Experience

  1. Ruggiero Investments, Inc.Chief Executive Officercurrent2013 β€” presentWest Palm Beach, Florida, United States
  2. Finalis Securities LLCRegistered Representativecurrent2025 β€” present
  3. Ruggiero Group Benefits, Ruggiero Insurance Agency, Ruggiero Consulting, Legacy 4WardFounding Executive Directorcurrent2019 β€” presentPort Jefferson, New York, United States, Melbourne, Florida, West Palm Beach, Florida

Skills & more

Wealth ManagementInvestmentsPortfolio ManagementMutual FundsStrategic Financial PlanningSeries 7Retirement PlanningAsset AllocationInvestment AdvisorySecuritiesLoansFinancial Services
+8 moreAsset ManagementBankingEquitiesAlternative InvestmentsInvestment BankingFinancial AdvisoryFixed AnnuitiesSeries 63

From Thomas's professional profile.

Colleagues at Ruggiero Investments

Frequently asked questions

Who is Thomas W. Ruggiero?
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).
Where does Thomas W. Ruggiero work?
Thomas W. Ruggiero is President at Ruggiero Investments.