Financial ADVSR advisor directory · SEC adviser records
R.W. Roge & Company, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a R.W. Roge & Company, Inc. office in New York, by city and A to Z.
The short answer
3 registered advisors work at R.W. Roge & Company, Inc. in New York, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Bohemia (3). 3 list the CFP designation and 0 are also registered broker representatives.
R.W. Roge & Company, Inc. advisors by city in New York
Every firm in New York →R.W. Roge & Company, Inc. advisors in New York, A to Z
Search by name →- Philip BrucatoBohemia · Certified Financial Planner
- Christine M. ParisiBohemia · Certified Financial Planner
- Steven M. RogeBohemia · Certified Financial Planner
R.W. Roge & Company, Inc. advisors in every state →R.W. Roge & Company, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many R.W. Roge & Company, Inc. financial advisors are in New York?
3 investment adviser representatives are registered at R.W. Roge & Company, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does R.W. Roge & Company, Inc. have the most advisors?
Bohemia, with 3. R.W. Roge & Company, Inc. has advisors in 1 city in New York.
How do I check a R.W. Roge & Company, Inc. advisor in New York?
Each advisor below 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. Advisors are listed at the city of the R.W. Roge & Company, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.