Philip N Ranalli
Investment adviser representative at Wealth Management Associates, Inc.
10 yearsExperience
1 stateRegistered in
$717.4MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Wealth Management Associates, Inc.Jul 2016 to now
- Securities America AdvisorsJul 2016 to Jun 2024
- Securities America INc.Jul 2016 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealth Management Associates, Inc.
$717.4MAssets managed
930Clients
11Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3045355
- Firm CRD
- 117606