Robert Ruggirello
Brave Eagle Wealth Management · New York, New York
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.
Request an introduction to Robert →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $101M across 107 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 2874041 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.braveeaglewealth.com |
| Profile |
How Robert's firm compares
- Brave Eagle Wealth Management's average account is about $944,000, from its Form ADV (assets managed divided by 107 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Brave Eagle Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.