# Robert Ruggirello

> Robert Ruggirello is a fee-only financial advisor at Brave Eagle Wealth Management in New York, New York, who holds the CFA credential. Robert focuses on retirement planning and tax planning. Brave Eagle Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-ruggirello/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brave Eagle Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $101M across 107 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2874041 (https://adviserinfo.sec.gov/individual/summary/2874041)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.braveeaglewealth.com

## Frequently asked questions

### Is Robert Ruggirello a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Brave Eagle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Brave Eagle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Ruggirello based?

Robert Ruggirello is based in New York, New York.

### What does Robert specialize in?

Robert's specialties include retirement planning and tax planning. Robert works with retirees and pre-retirees.

### What credentials does Robert Ruggirello hold?

Robert Ruggirello holds the CFA credential.

### Is Robert Ruggirello registered with the SEC?

Yes. Robert Ruggirello is registered as an investment adviser representative in NY (CRD 2874041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brave Eagle Wealth Management manage?

Brave Eagle Wealth Management reports $101M across 107 accounts in assets under management.

### How do I contact Robert Ruggirello?

Through Robert's website, www.braveeaglewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2874041): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.braveeaglewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.