Ronald Giunta has been Managing Member of Flagship Private Wealth since June 2012, is a control person of the firm and directly owns between 25% and 50% of it. Ronald Giunta holds a BA in Economics from Tufts University.
Flagship Private Wealth, LLC is a Woburn, MA firm with $447M under management, 601 clients and 4 advisers in one office, as of its August 2026 filing.
Ron Giunta is Founding Partner of Flagship Private Wealth, based in Woburn, MA. He is a founding partner and co-manager of the firm and has been giving advice to individuals and families since 1996. He focuses on comprehensive financial planning, wealth management and retirement planning.
Ronald Giunta’s longest registration is the current one, 11 years at Flagship Private Wealth since 2015. Before joining Flagship Private Wealth in 2015, Ronald Giunta was registered through LPL Financial LLC and Ameriprise Financial Services, Inc.
- Flagship Private WealthCurrent– present · 11 yearsWoburn, MA · Adviser representative · Firm CRD 175277
- LPL Financial LLC– · 5 yearsNewton, MA · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · under a yearCharlestown, MA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Flagship Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ronald Giunta is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2015; the most recent is Texas, in July 2023.
- MassachusettsSince 21 April 2015
- TexasResidentSince 27 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 November 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 April 1996 |
| Series 7 | General Securities Representative Examination | 3 April 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald John Giunta
- CRD
- 2726796
- Firm
- Flagship Private Wealth · CRD 175277
- Role
- Managing Member
- Office
- 400 TRADE CENTER - SUITE 4990, Woburn, MA 01801
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- flagshipprivatewealth.com
Where does Ronald Giunta work?
Ronald Giunta has been Managing Member of Flagship Private Wealth, LLC since June 2012, and is a control person of the firm.
Is Ronald Giunta a financial advisor?
Yes. Ronald Giunta has a current investment-adviser registration in Massachusetts and Texas, through Flagship Private Wealth since April 2015.
How many years of experience does Ronald Giunta have?
Ronald Giunta has 30 years in the financial industry, since April 1996, across 3 adviser firms.
What exams has Ronald Giunta passed?
Ronald Giunta has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in April 1996. FINRA credited Ronald Giunta with the SIE, which began in October 2018.
Where did Ronald Giunta work before Flagship Private Wealth?
Before Flagship Private Wealth, Ronald Giunta was registered through Ameriprise Financial Services, Inc., October 2006 to November 2006.
Where is Ronald Giunta based?
Ronald Giunta’s registered office is in Woburn, MA.
Is Ronald Giunta registered with FINRA?
Yes. Ronald Giunta has a current broker registration, under CRD 2726796.
Source: FINRA BrokerCheck
Is Ronald Giunta a CFP?
Flagship Private Wealth lists Ronald Giunta with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ron J. Giunta, CFP® biography, flagshipprivatewealth.com
How can I verify Ronald Giunta’s record?
Search CRD 2726796 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ronald Giunta’s full registration record.