AdvisorOS Directory
Claim Profile
Unclaimed Profile
SR

Steven Michael Roge

R.W. ROGE & COMPANY, INC·BOHEMIA, New York
Clean recordR.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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Michael 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.

02

Focus Areas

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

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
R.W. ROGE & COMPANY, INC
R.W. ROGE & COMPANY, INC
AUM
$336M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at R.W. ROGE & COMPANY, INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Other: INITIAL ONE-TIME CONTRACT FEE
Regulatory
SEC/IARD CRD# 4866201
Firm CRD# 104645
View on FINRA BrokerCheck →

Looking for a financial advisor in BOHEMIA?

Browse all registered financial advisors in BOHEMIA, New York or claim this profile if it's yours.

Browse BOHEMIA AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at R.W. ROGE & COMPANY, INC

Jeffrey Charles Roberto
BOHEMIA, NY
Ronald Roge
BOHEMIA, NY
Rosanne Roge
BOHEMIA, NY
Susan Jeanne Roge
BOHEMIA, NY

More Advisors in BOHEMIA, New York

Daniel Charles Weber
ROSEMARK ADVISORS, INC.·BOHEMIA, NY
Matthew Marc Racanelli
ROSEMARK ADVISORS, INC.·BOHEMIA, NY
Michael Andrew Kerper
FEDERAL PREP ADVISORS, INC.·BOHEMIA, NY
Rebecca Rose Keiffert
ROSEMARK ADVISORS, INC.·BOHEMIA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile