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Finop · Rogan & Associates

Ana Roumenova Carter

CRD 4424794 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Rogan & Associates, an SEC-registered wealth manager based in Safety Harbor, FL with $710 million in regulatory assets, lists Ana Roumenova Carter on its Form ADV as Finop. The SEC filings also name Ana at 2 other registered advisers.

Firms and roles

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Ana’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Ana on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.