AdvisorOS Directory
Claim Profile
MH

Marcia Baron Hershey

ROUNDHILL FINANCIAL INC.·NEW YORK, New York
Unclaimed Profile
154 W 14TH ST., NEW YORK, NY 10011CRD# 848769Firm CRD# 300799
01

About

Marcia Baron Hershey is a registered financial advisor based in NEW YORK, New York, affiliated with ROUNDHILL FINANCIAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ROUNDHILL FINANCIAL INC.
ROUNDHILL INVESTMENTS
AUM
$717M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ROUNDHILL FINANCIAL INC. →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 848769
Firm CRD# 300799
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

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

Browse NEW YORK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Marcia Baron Hershey offer?
Marcia Baron Hershey specializes in Investment Management, Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Marcia Baron Hershey's credentials?
Marcia Baron Hershey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcia Baron Hershey located?
Marcia Baron Hershey is based in NEW YORK, New York, working with ROUNDHILL FINANCIAL INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Marcia Baron Hershey charge for services?
Marcia Baron Hershey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUNDHILL FINANCIAL INC.?
ROUNDHILL FINANCIAL INC. has approximately 5 employees and manages $717M 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 ROUNDHILL FINANCIAL INC.

Will Hershey
NEW YORK, NY
David Brian Mazza
NEW YORK, NY
Timothy Maloney
NEW YORK, NY

More Advisors in NEW YORK, New York

Alisa Annah Berger
LUMINARX CAPITAL MANAGEMENT LP·NEW YORK, NY
Christa Mueller Dorrego
ARNHOLD LLC·NEW YORK, NY
Rishi Harish Shah
BREVAN HOWARD US INVESTMENT MANAGEMENT LP·NEW YORK, NY
Todd Tibbetts
MIO PARTNERS, INC.·NEW YORK, NY
Charles Murray Stucke
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC·NEW YORK, NY
Arthur Michael Sr Tambaro
ROYAL ALLIANCE ASSOCIATES, INC.·NEW YORK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)PITTSFORD (112)
City Guides
ROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile