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Steven Michael Roge

R.W. ROGE & COMPANY, INC·BOHEMIA, New York
Unclaimed Profile
ONE CORPORATE DRIVE, BOHEMIA, NY 11716CRD# 4866201Firm CRD# 104645
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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 in BOHEMIA
Matthew Marc Racanelli — ROSEMARK ADVISORS, INC.Rebecca Rose Keiffert — ROSEMARK ADVISORS, INC.Ronald Roge — R.W. ROGE & COMPANY, INCRosanne Roge — R.W. ROGE & COMPANY, INCJeffrey Charles Roberto — R.W. ROGE & COMPANY, INC
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