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Deirdre Ann Derosa

ROUNDANGLE ADVISORS LLC·RED BANK, New Jersey
Clean recordROUNDANGLE ADVISORS LLC
1 HARDING ROAD, RED BANK, NJ 07701CRD# 6873139Firm CRD# 282178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deirdre Ann Derosa · RED BANK, NJ
Registration
CRD #6873139 · ROUNDANGLE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Deirdre Ann Derosa is a registered financial advisor based in RED BANK, New Jersey, affiliated with ROUNDANGLE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROUNDANGLE ADVISORS LLC
ROUNDANGLE ADVISORS LLC
AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ROUNDANGLE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 6873139
Firm CRD# 282178
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deirdre Ann Derosa offer?
Deirdre Ann Derosa specializes in Financial Planning, Investment Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Deirdre Ann Derosa's credentials?
Deirdre Ann Derosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deirdre Ann Derosa located?
Deirdre Ann Derosa is based in RED BANK, New Jersey, working with ROUNDANGLE ADVISORS LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Deirdre Ann Derosa charge for services?
Deirdre Ann Derosa's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUNDANGLE ADVISORS LLC?
ROUNDANGLE ADVISORS LLC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROUNDANGLE ADVISORS LLC

Manuela Diaz
RED BANK, NJ
Benjamin Samuel Gerut
WHITE PLAINS, NY
Jonathan Evan Bernstein
RED BANK, NJ
Melinda Stacy Bercy
VALLEY STREAM, NY

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