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Roger Alexander Monteforte

INNOVATION X ADVISORS, LLC·ROCKVILLE, Maryland
SIE, Series 7, Series 24, Series 63Clean recordINNOVATION X ADVISORS, LLC
1445 RESEARCH BLVD., ROCKVILLE, MD 20850CRD# 2620003Firm CRD# 322292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roger Alexander Monteforte · ROCKVILLE, MD
Registration
CRD #2620003 · INNOVATION X ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INNOVATION X ADVISORS, LLC
CRD 322292 · SEC 801-126051
AUM
$1.4B
Regulatory assets under management
Employees
4
15 client accounts
Services offered by INNOVATION X ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at INNOVATION X ADVISORS, LLC →
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04

Frequently Asked Questions

What services does Roger Alexander Monteforte offer?
Roger Alexander Monteforte specializes in Retirement Planning. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Roger Alexander Monteforte's credentials?
Roger Alexander Monteforte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Alexander Monteforte located?
Roger Alexander Monteforte is based in ROCKVILLE, Maryland, working with INNOVATION X ADVISORS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Roger Alexander Monteforte charge for services?
Roger Alexander Monteforte's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVATION X ADVISORS, LLC?
INNOVATION X ADVISORS, LLC has approximately 4 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Eugene Hyunwook Kim
ROCKVILLE, MD
Angela Lynnette Holland
ROCKVILLE, MD

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