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Roger Jay Rovell

FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC·CLEARWATER, Florida
Unclaimed Profile
25400 US 19 N., CLEARWATER, FL 33763CRD# 5444034Firm CRD# 145471
01

About

Roger Jay Rovell is a registered financial advisor based in CLEARWATER, Florida, affiliated with FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC
FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC →
Services
Financial planning
Publication of periodicals/newsletters
04

Background

Compensation
Hourly charges
Subscription fees
Other: VALUE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 5444034
Firm CRD# 145471
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Jay Rovell offer?
Roger Jay Rovell specializes in Financial Planning. Contact their office in CLEARWATER, Florida for a consultation.
What are Roger Jay Rovell's credentials?
Roger Jay Rovell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Jay Rovell located?
Roger Jay Rovell is based in CLEARWATER, Florida, working with FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Roger Jay Rovell charge for services?
Roger Jay Rovell's firm is compensated through hourly charges, subscription fees, other: value of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC?
FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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