Ronald Mario Taraborrelli

Employer firm

Stratos Wealth Advisors LLC CRD 283816

$5.57B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2011 → 01/2019
  Fidelity Investments
  Warrington, PA
• 07/2018 → 01/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2019 → 09/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2024 → Present
  Stratos Wealth Advisors, Llc.
  Marlton, NJ

Previous Registrations

• 2019-02-08 → 2024-10-08
  Vanguard Advisers, Inc.
  Malvern, PA
• 2018-07-13 → 2019-01-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-10-05 → 2018-07-13
  Strategic Advisers Llc
  Warrington, PA
  Marlton, NJ

Other Businesses

(1) NAME OF BUSINESS: INTELLIGENT TAX SERVICES ADDRESS: 7 ARLINGTON RD., SICKLERVILLE, NJ 08081 DESCRIPTION: INCOME TAX PREPARATION START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 12 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PREPARE INDIVIDUAL INCOME TAX RETURNS (2) NAME OF BUSINESS: SYNERGY WEALTH MANAGEMENT, REGISTERED INVESTMENT ADVISOR DBA INVESTMENT RELATED: YES ADDRESS: 10000 Lincoln Drive East Suite 201 Marlton, New Jersey 08053 POSITION: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 160 HOURS DEVOTED DURING TRADING HOURS: 160 DESCRIPTION: FINANCIAL PLANNING AND ASSET MANAGEMENT (3) NAME OF BUSINESS: INSURANCE INVESTMENT RELATED: YES ADDRESS: 7 ARLINGTON RD., SICKLERVILLE, NJ 08081 POSITION: AGENT START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 6 DESCRIPTION: SALE AND SERVICE OF FIXED ANNUITIES AND LIFE INSURANCE (4) NAME OF BUSINESS: FILITALIA INTERNATIONAL INVESTMENT RELATED: NO ADDRESS: 1834 E PASSYUNK AVE POSITION: DIRECTOR OF FINANCE START DATE: 9/22/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DESCRIPTION: TO PRESERVE THE HISTORY AND HERITAGE OF THE ITALIAN-AMERICAN COMMUNITY

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-06-20

Designations

• Certified Financial Planner

Other Names

• Ronnie Taraborrelli
• Ronald Mario Taraborrelli
• Ronald Taraborrelli