Unclaimed Profile

Ronald Roge

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

Clean recordR.W. ROGE & COMPANY, INC

ONE CORPORATE DRIVE, BOHEMIA, NY 11716CRD# 2417205Firm CRD# 104645

Profile Verification

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

Identity

Ronald Roge · BOHEMIA, NY

Registration

CRD #2417205 · R.W. ROGE & COMPANY, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ronald Roge is a registered financial advisor based in BOHEMIA, New York, affiliated with R.W. ROGE & COMPANY, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

R.W. ROGE & COMPANY, INC

AUM

$336M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Other: INITIAL ONE-TIME CONTRACT FEE

Regulatory

SEC/IARD CRD# 2417205

Firm CRD# 104645

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronald Roge offer?

Ronald Roge specializes in Financial Planning, Investment Management. Contact their office in BOHEMIA, New York for a consultation.

What are Ronald Roge's credentials?

Ronald Roge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Roge located?

Ronald Roge 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 Ronald Roge charge for services?

Ronald Roge'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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