Ronald Weintraub has been an investment adviser representative at Fortitude Advisory Group since July 2011, and is not listed among the firm’s executive officers or direct owners.
Fortitude Advisory Group L.L.C. is a Gig Harbor, WA firm with $468M under management, 622 clients and 15 advisers across 9 offices, as of its September 2026 filing.
Ronald Weintraub’s longest registration is the current one, 15 years at Fortitude Advisory Group since 2011. Before joining Fortitude Advisory Group in 2011, Ronald Weintraub was registered through Workman Securities Corporation and American Investors Co.
- – present · 15 yearsKentfield, CA · Adviser representative · Firm CRD 116083
- Workman Securities Corporation– · 3 yearsMill Valley, CA · Adviser representative · Firm CRD 31898
- American Investors Co– · 7 yearsSan Rafael, CA · Adviser representative · Firm CRD 38
Investment adviser representative registrations
Ronald Weintraub is registered as an investment adviser representative in California, since July 2011.
- CaliforniaSince 1 July 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 January 1989 |
| Series 53 | Municipal Securities Principal Examination | 26 May 1983 |
| Series 7 | General Securities Representative Examination | 15 December 1979 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald Joseph Weintraub
- CRD
- 702646
- Firm
- Fortitude Advisory Group · CRD 116083
- Office
- Kentfield, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Ronald Weintraub work?
Ronald Weintraub is an investment adviser representative registered through Fortitude Advisory Group L.L.C. since July 2011, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Weintraub a financial advisor?
Yes. Ronald Weintraub has a current investment-adviser registration in California, through Fortitude Advisory Group since July 2011.
How many years of experience does Ronald Weintraub have?
Ronald Weintraub has 26 years in the financial industry, since January 2000, across 3 adviser firms.
What exams has Ronald Weintraub passed?
Ronald Weintraub has passed 3 licensing exams: the Series 7, Series 53 and Series 63. The earliest, the Series 7, was passed in December 1979.
Where did Ronald Weintraub work before Fortitude Advisory Group?
Before Fortitude Advisory Group, Ronald Weintraub was registered through Workman Securities Corporation, December 2007 to July 2011; American Investors Co, March 1998 to March 2006.
Where is Ronald Weintraub based?
Ronald Weintraub’s registered office is in Kentfield, CA.
Is Ronald Weintraub registered with FINRA?
No. Ronald Weintraub has no current broker registration.
How can I verify Ronald Weintraub’s record?
Search CRD 702646 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Weintraub’s full registration record.