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Edwin Robinson Foss

ROGAN & ASSOCIATES, INC.·SAFETY HARBOR, Florida
SIE, Series 6, Series 7, Series 14, Series 24, Series 63, Series 66, Series 99TOClean record18 years registeredROGAN & ASSOCIATES, INC.
200 9TH AVENUE NORTH, SAFETY HARBOR, FL 34695CRD# 1334662Firm CRD# 42762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edwin Robinson Foss · SAFETY HARBOR, FL
Registration
CRD #1334662 · ROGAN & ASSOCIATES, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

ROGAN & ASSOCIATES
Jan 2008 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 63
Series 66
Series 99TO
Registration record
First registered · January 14, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROGAN & ASSOCIATES, INC.
CRD 42762 · SEC 801-69994
AUM
$586M
Regulatory assets under management
Employees
16
2,117 client accounts
Services offered by ROGAN & ASSOCIATES, INC.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ROGAN & ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Edwin Robinson Foss offer?
Edwin Robinson Foss specializes in Investment Management. Contact their office in SAFETY HARBOR, Florida for a consultation.
What are Edwin Robinson Foss's credentials?
Edwin Robinson Foss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edwin Robinson Foss located?
Edwin Robinson Foss is based in SAFETY HARBOR, Florida, working with ROGAN & ASSOCIATES, INC.. Their office serves clients in the SAFETY HARBOR metropolitan area and surrounding communities.
How does Edwin Robinson Foss charge for services?
Edwin Robinson Foss's firm is compensated through percentage of aum, hourly charges, commissions, other: % of assets under another ria's management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROGAN & ASSOCIATES, INC.?
ROGAN & ASSOCIATES, INC. has approximately 16 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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