Ronald Hunt has been President of Hunt Wealth Management Group since April 2009, is a control person of the firm and directly owns between 50% and 75% of it.
Hunt Wealth Management Group, Inc. is a Concord, CA firm with $110M under management, 185 clients and 2 advisers in one office, as of its April 2026 filing.
Ronald Hunt’s longest registration was 11 years at Citigroup Global Markets Inc. (1997–2009). Before joining Hunt Wealth Management Group in 2017, Ronald Hunt was registered through Sowell Management Services and Concert Wealth Management.
- Sowell Management Services– · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 127145
- Hunt Wealth ManagementCurrent– present · 9 yearsConcord, CA · Adviser representative · Firm CRD 288892
- Sowell Management Services– · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 127145
- Concert Wealth Management– · 8 yearsWalnut Creek, CA · Adviser representative · Firm CRD 141253
- Citigroup Global Markets Inc.– · 11 yearsWalnut Creek, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Ronald Hunt is registered as an investment adviser representative in California, since July 2017.
- CaliforniaSince 17 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 April 1992 |
| Series 15 | Foreign Currency Options Examination | 5 June 1984 |
| Series 3 | National Commodity Futures Examination | 16 December 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 1983 |
| Series 7 | General Securities Representative Examination | 19 November 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Foreign Currency Options Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald Harvey Hunt
- CRD
- 1215442
- Firm
- Hunt Wealth Management Group · CRD 288892
- Role
- President
- Office
- 1001 GALAXY WAY, SUITE 203, Concord, CA 94520
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Ronald Hunt work?
Ronald Hunt has been President of Hunt Wealth Management Group, Inc. since April 2009, and is a control person of the firm.
Is Ronald Hunt a financial advisor?
Yes. Ronald Hunt has a current investment-adviser registration in California, through Hunt Wealth Management Group since July 2017.
How many years of experience does Ronald Hunt have?
Ronald Hunt has 29 years in the financial industry, since July 1997, across 4 adviser firms.
What exams has Ronald Hunt passed?
Ronald Hunt has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 15 and Series 65. The earliest, the Series 7, was passed in November 1983.
Where did Ronald Hunt work before Hunt Wealth Management Group?
Before Hunt Wealth Management Group, Ronald Hunt was registered through Sowell Management Services, September 2016 to June 2017; Citigroup Global Markets Inc., July 1997 to April 2009.
Where is Ronald Hunt based?
Ronald Hunt’s registered office is in Concord, CA.
Is Ronald Hunt registered with FINRA?
No. Ronald Hunt has no current broker registration.
How can I verify Ronald Hunt’s record?
Search CRD 1215442 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Hunt’s full registration record.