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Steven Michael Roge

R.W. ROGE & COMPANY, INC·BOHEMIA, New York
Series 7, Series 63, Series 65Clean record13 years registeredR.W. ROGE & COMPANY, INC
ONE CORPORATE DRIVE, BOHEMIA, NY 11716CRD# 4866201Firm CRD# 104645

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Michael Roge · BOHEMIA, NY
Registration
CRD #4866201 · R.W. ROGE & COMPANY, INC · 13 years registered
Brand Profile
Not yet started
01

Career History

R.W. ROGE & COMPANY, INC
Aug 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 5, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
R.W. ROGE & COMPANY, INC
CRD 104645 · SEC 801-28012
AUM
$336M
Regulatory assets under management
Employees
8
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 →
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05

Frequently Asked Questions

What services does Steven Michael Roge offer?
Steven Michael Roge specializes in Financial Planning, Investment Management. Contact their office in BOHEMIA, New York for a consultation.
What are Steven Michael Roge's credentials?
Steven Michael Roge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Roge located?
Steven Michael 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 Steven Michael Roge charge for services?
Steven Michael 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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Other Advisors at R.W. ROGE & COMPANY, INC

Jeffrey Charles Roberto
BOHEMIA, NY
CFP
Ronald Roge
BOHEMIA, NY
Rosanne Roge
BOHEMIA, NY

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