Seton Hall University
Bachelor of Science in Finance
Registrations & Licenses:
FINRA Series 7, 63, 65, 24, Life, Health, and Accident Insurance Licenses (multiple states)
In 2014, Allied Wealth Partners welcomed Pietro Ruggeri to the firm as Managing Director with almost ten years of experience as a district manager, recruiter and wealth management professional providing sound financial advice to individuals and closely held business owners. Then in April of 2015, Pietro expanded Allied Wealth Partners in Martinsville, NJ with a new office to continue the growth of the firm.
Having his own successful practice, Pietro understands the full spectrum of a successful business and the profile of true industry leader. As a recruiter, Pietro oversees developing and retaining the wealth management talent in the industry. At the core of his philosophy, advisors must live by the fundamental values in building a meaningful practice, those deemed most important at Allied Wealth Partners: trust, legacy and confidence.
In working with Pietro, valued clients and fellow advisors alike experience a hands-on, thoughtful approach in addressing their primary interests, helping them map out a tailored strategy consistently working towards their long-term goals to achieve their definition of personal and financial success.
Pietro Ruggeri is a Financial Advisor with Allied Wealth Partners and Securian Financial Services, Inc. He has earned his FINRA Series 7, 63, 65, and 24 registrations. He also holds his Life, Health, and Accident Insurance licenses in multiple states. Pietro has earned his Bachelors of Science in Finance from Seton Hall University.
He currently resides in Bridgewater with his wife, Gabrielle.
Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Allied Wealth Partners is dedicated to providing quality resources and excellent client service.
Pietro is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.