CRD: 169180
Ruggiero Investments
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-17-2013
- Office Locations
- 3
Office Locations
About Ruggiero Investments
Ruggiero Group Benefits Agency, LLC supports small businesses with employee benefits and insurance, operating as a subsidiary of Ruggiero Investments, a wholly owned independent RIA. The broader firm pairs benefits and retirement plan support with financial and investment planning, with portfolios heavily ETF-oriented. Based in West Palm Beach, the team emphasizes high-touch, always-available service.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
THOMAS ANTHONY RUGGIERO
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1525862
- Ownership
- 50% but less than 75%
THOMAS WESLEY RUGGIERO
President
- CRD
- #6582501
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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MATTHEW CIANCI
REGISTERED ASSOCIATE
- CRD
- #6148632
DONALD BLATCH JOHNS III
--
- CRD
- #4566047
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,578,827 | $179,373 |
| Non-Discretionary | $0 | -- |
| Total | $137,578,827 | $179,373 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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