Anthony Dean Ruggieri

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 03/2017
  Arq Wealth Advisors, Llc
  Scottsdale, AZ
• 09/2012 → Present
  Ruggieri Financial And Marketing Group Llc
  Scottsdale, AZ
• 01/2017 → 01/2025
  Ruggieri Wealth Advisors Llc
  Scottsdale, AZ
• 01/2016 → 07/2024
  University Funding Solutions
  Scottsdale, AZ
• 08/2023 → 12/2024
  Encompass More Asset Management Llc
  Danville, CA
• 11/2024 → Present
  Ruggieri Wealth Advisors
  Scottsdale, AZ
• 11/2024 → Present
  Ae Wealth Management Llc
  Topeka, KS

Previous Registrations

• 2017-03-01 → 2025-01-31
  Ruggieri Wealth Advisors Llc
  Scottsdale, AZ
• 2023-08-08 → 2024-12-17
  Encompass More Asset Management Llc
  Scottsdale, AZ
  Danville, CA
• 2015-11-25 → 2017-03-10
  Arq Wealth Advisors, Llc
  Scottsdale, AZ

Other Businesses

RUGGIERI FINANCIAL AND MARKETING GROUP LLC, INVESTMENT REALATED; 6122 E. REDFIELD RD. SCOTTSDALE, AZ 85257; BUSINESS PROVIDING INSURANCE SERVICES; OWNER; INDEPENDENT INSURANCE AGENT; STARTED 9/2012 AND SPENDS APPROXIMATELY 10% OF HIS TIME ON INSURANCE ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-30

Other Names

• Tony Ruggieri