Roberto Crugnale

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2015 → 04/2019
  Touchstone Securities, Inc.
  Cincinnati, OH
• 06/2024 → Present
  Edward Jones
  St Louis, MO
• 05/2019 → 12/2023
  Ledgestone Llc -Self Employed
  Mansfield, MA
• 01/2024 → 05/2024
  Norfolk Agricultural High School
  Walpole, MA
• 01/2015 → 04/2019
  Western Southern Financial Services
  Cincinnati, OH
• 04/2019 → 06/2020
  Unemployed
  Walpole, MA
• 06/2020 → 01/2024
  Self Employed
  Mansfield, MA

Previous Registrations

• 2015-01-14 → 2019-04-23
  Touchstone Advisors Inc
  Noblesville, IN
  Cincinnati, OH
  Wapole, MA
• 2009-08-13 → 2014-12-09
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-07-22
• S65 Uniform Investment Adviser Law Examination
  2002-01-05
• S63 Uniform Securities Agent State Law Examination
  1999-05-29