Unclaimed Profile

Bert Thomas Bowler

ROUND ROCK ADVISORS LLC·WILTON, Connecticut

Clean recordROUND ROCK ADVISORS LLC

187 DANBURY ROAD, WILTON, CT 06897CRD# 2485212Firm CRD# 286007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bert Thomas Bowler · WILTON, CT

Registration

CRD #2485212 · ROUND ROCK ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bert Thomas Bowler is a registered financial advisor based in WILTON, Connecticut, affiliated with ROUND ROCK ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ROUND ROCK ADVISORS LLC

AUM

$673M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROUND ROCK ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2485212

Firm CRD# 286007

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bert Thomas Bowler offer?

Bert Thomas Bowler specializes in Financial Planning, Investment Management. Contact their office in WILTON, Connecticut for a consultation.

What are Bert Thomas Bowler's credentials?

Bert Thomas Bowler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Thomas Bowler located?

Bert Thomas Bowler is based in WILTON, Connecticut, working with ROUND ROCK ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Bert Thomas Bowler charge for services?

Bert Thomas Bowler'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 ROUND ROCK ADVISORS LLC?

ROUND ROCK ADVISORS LLC has approximately 19 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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