Unclaimed Profile

Jeffrey Charles Roberto

R.W. ROGE & COMPANY, INC·BOHEMIA, New York

SIE, Series 3, Series 7, Series 8, Series 63, Series 65, Series 66CFPClean record9 years registeredR.W. ROGE & COMPANY, INC

630 JOHNSON AVE, BOHEMIA, NY 11716-2618CRD# 2387704Firm CRD# 104645

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Charles Roberto · BOHEMIA, NY

Registration

CRD #2387704 · R.W. ROGE & COMPANY, INC · 9 years registered

Brand Profile

Not yet started

Career History

AVENTINE FINANCIAL GROUP

Aug 2025 – present

FISHER INVESTMENTS

Nov 2023 – Nov 2023

Tampa, FL

RUGGIERO INVESTMENTS

Feb 2023 – Dec 2023

west palm beach, FL

TRAJAN WEALTH, L.L.C.

Oct 2022 – Feb 2023

PORT ST LUCIE, FL

CASTLE WEALTH MANAGEMENT

Jan 2022 – Sep 2022

WEST PALM BEACH, FL

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2018 – Feb 2019

MELVILLE, NY

LPL FINANCIAL LLC

Jan 2018 – Apr 2018

RIVERHEAD, NY

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Nov 2016 – May 2017

Melville, NY

TD AMERITRADE, INC.

Nov 2016 – May 2017

MELVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Series 66

Registration record

First registered · November 2, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R.W. ROGE & COMPANY, INC

CRD 104645 · SEC 801-28012

AUM

$336M

Regulatory assets under management

Employees

806 client accounts

Services offered by R.W. ROGE & COMPANY, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at R.W. ROGE & COMPANY, INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Charles Roberto offer?

Jeffrey Charles Roberto specializes in Financial Planning, Investment Management. Contact their office in BOHEMIA, New York for a consultation.

What are Jeffrey Charles Roberto's credentials?

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

Where is Jeffrey Charles Roberto located?

Jeffrey Charles Roberto is based in BOHEMIA, New York, working with R.W. ROGE & COMPANY, INC. Their office serves clients in the BOHEMIA metropolitan area and surrounding communities.

How does Jeffrey Charles Roberto charge for services?

Jeffrey Charles Roberto's firm is compensated through percentage of aum, other: initial one-time contract fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R.W. ROGE & COMPANY, INC?

R.W. ROGE & COMPANY, INC has approximately 8 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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