Financial ADVSR advisor directory · SEC adviser records
R.W. Roge & Company, Inc. financial advisors
Every SEC-registered investment adviser representative at R.W. Roge & Company, Inc., by the state and city of the office they work from.
The short answer
4 registered advisors work at R.W. Roge & Company, Inc., in 2 states and 2 cities; the most are in Bohemia, NY (3). 3 list the CFP designation and 0 are also registered broker representatives.
Search every R.W. Roge & Company, Inc. advisor by name →Who joined and left R.W. Roge & Company, Inc. →R.W. Roge & Company, Inc.: assets, clients and custodians →
Cities with the most R.W. Roge & Company, Inc. advisors
R.W. Roge & Company, Inc. advisors by state
Questions
How many financial advisors does R.W. Roge & Company, Inc. have?
4 investment adviser representatives are registered with R.W. Roge & Company, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 3 list the CFP designation and 0 are also registered as broker representatives.
Where does R.W. Roge & Company, Inc. have the most advisors?
Bohemia, NY, with 3 registered advisors, then Port Charlotte, FL (1). By state, New York has the most, with 3.
How do I find a R.W. Roge & Company, Inc. financial advisor near me?
Pick your state below, then your city, to see every R.W. Roge & Company, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at R.W. Roge & Company, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →