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Deirdre Ann Derosa

ROUNDANGLE ADVISORS LLC·RED BANK, New Jersey
SIE, Series 7, Series 66CFPClean record8 years registeredROUNDANGLE 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 · 8 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPIRE ADVISORS
May 2026 – present
ROUNDANGLE ADVISORS LLC
Mar 2020 – May 2026
RED BANK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Apr 2018 – Jan 2020
MANASQUAN, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 4, 2018
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROUNDANGLE ADVISORS LLC
CRD 282178 · SEC 801-107449
AUM
$155M
Regulatory assets under management
Employees
3
398 client accounts
Services offered by ROUNDANGLE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROUNDANGLE ADVISORS LLC →
Introduction

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

Melinda Stacy Bercy
VALLEY STREAM, NY
Jonathan Evan Bernstein
RED BANK, NJ
CFPPFS

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