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Susan Marie Petrovic

ROSE GROVE CAPITAL MANAGEMENT, LLC·WELLESLEY, Massachusetts
Clean recordROSE GROVE CAPITAL MANAGEMENT, LLC
40 GROVE STREET, WELLESLEY, MA 02482CRD# 2524078Firm CRD# 156572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Marie Petrovic · WELLESLEY, MA
Registration
CRD #2524078 · ROSE GROVE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Marie Petrovic is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with ROSE GROVE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ROSE GROVE CAPITAL MANAGEMENT, LLC
ROSE GROVE CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ROSE GROVE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2524078
Firm CRD# 156572
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Marie Petrovic offer?
Susan Marie Petrovic specializes in Retirement Planning. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Susan Marie Petrovic's credentials?
Susan Marie Petrovic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Marie Petrovic located?
Susan Marie Petrovic is based in WELLESLEY, Massachusetts, working with ROSE GROVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Susan Marie Petrovic charge for services?
Susan Marie Petrovic'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 ROSE GROVE CAPITAL MANAGEMENT, LLC?
ROSE GROVE CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Hope Eighmy Pascucci
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Robert Jeffrey Chandler
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Research
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