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Stephen Craig Rogers

CCM PARTNERS, LP·DENVER, Colorado
SIE, Series 3, Series 6, Series 7, Series 14, Series 24, Series 63, Series 99TOClean recordCCM PARTNERS, LP
1125 17TH STREET, DENVER, CO 80202CRD# 2329685Firm CRD# 104720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Craig Rogers · DENVER, CO
Registration
CRD #2329685 · CCM PARTNERS, LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 6
Series 7
Series 14
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CCM PARTNERS, LP
CRD 104720 · SEC 801-25205
AUM
$4.8B
Regulatory assets under management
Employees
45
1,042 client accounts
Services offered by CCM PARTNERS, LP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Introduction

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04

Frequently Asked Questions

What services does Stephen Craig Rogers offer?
Stephen Craig Rogers specializes in Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are Stephen Craig Rogers's credentials?
Stephen Craig Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Craig Rogers located?
Stephen Craig Rogers is based in DENVER, Colorado, working with CCM PARTNERS, LP. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Stephen Craig Rogers charge for services?
Stephen Craig Rogers's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CCM PARTNERS, LP?
CCM PARTNERS, LP has approximately 45 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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