ChooseAFinancialAdvisor.com
Advisors / New York / Gilboa
28yrs

Ronald Steven Reale

Financial advisor at Cetera Investment Advisers

Gilboa, NYTop 20% by experience nationwideFiduciary advisor
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At a glance

Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
OfficeGilboa, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. Sep 2025 – now
    Cetera Investment Advisers LLCCurrent firm
  2. Dec 2023 – Sep 2025
    Avantax Advisory ServicesPreviously

Questions to ask Ronald

Tailored to Ronald’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ronald

How do I contact Ronald?

Call Cetera Investment Advisers at 310-257-7880 and ask for Ronald Steven Reale. Ronald works from the Gilboa, NY office.

How long has Ronald been a financial advisor?

Ronald has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.

What licenses does Ronald hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ronald a fiduciary?

Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ronald paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ronald for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.