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Principal · Blue Rock Financial Group

Todd A. Roselle

CRD 5001611 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Rock Financial Group, an SEC-registered wealth manager based in Rehoboth Beach, DE with $382 million in regulatory assets, lists Todd A. Roselle on its Form ADV as Principal, a control person.

Firms and roles

AtlasMembers

Todd’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 the firm
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Control-person status
1 firmLocked
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

  • Kelly N. WilsonChief Compliance Officer & Director of Retirement Plans, Blue Rock Financial Group
  • Carter A. McClungDirector of Financial Planning, Blue Rock Financial Group

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