Unclaimed Profile

John Clancy Roche

R CUBED GLOBAL CAPITAL INC.·PLANTATION, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record18 years registeredR CUBED GLOBAL CAPITAL INC.

11251 NW 4TH CT., PLANTATION, FL 33325CRD# 2165659Firm CRD# 313107

Profile Verification

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

Identity

John Clancy Roche · PLANTATION, FL

Registration

CRD #2165659 · R CUBED GLOBAL CAPITAL INC. · 18 years registered

Brand Profile

Not yet started

Career History

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Jun 2024 – present

RUSSELL INVESTMENTS

May 2024 – present

ANCHOR CAPITAL ADVISORS LLC

Jul 2019 – Dec 2020

Boston, MA

PNC INVESTMENTS

Nov 2013 – Dec 2013

FT. MYERS, FL

OPPENHEIMER & CO. INC.

Nov 2012 – Nov 2013

FORT LAUDERDALE, FL

THORNBURG INVESTMENT MANAGEMENT INC

Apr 2008 – Oct 2012

FORT MYERS BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 23, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R CUBED GLOBAL CAPITAL INC.

CRD 313107 · SEC 801-123488

AUM

$25M

Regulatory assets under management

Employees

1 client accounts

Services offered by R CUBED GLOBAL CAPITAL INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at R CUBED GLOBAL CAPITAL INC. →

Introduction

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Frequently Asked Questions

What services does John Clancy Roche offer?

John Clancy Roche specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANTATION, Florida for a consultation.

What are John Clancy Roche's credentials?

John Clancy Roche holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Clancy Roche located?

John Clancy Roche is based in PLANTATION, Florida, working with R CUBED GLOBAL CAPITAL INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does John Clancy Roche charge for services?

John Clancy Roche's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R CUBED GLOBAL CAPITAL INC.?

R CUBED GLOBAL CAPITAL INC. has approximately 3 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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