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Will Hershey

ROUNDHILL FINANCIAL INC.·NEW YORK, New York
Unclaimed Profile
154 W 14TH ST., NEW YORK, NY 10011CRD# 7074024Firm CRD# 300799
01

About

Will 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# 7074024
Firm CRD# 300799
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Will Hershey offer?
Will Hershey specializes in Investment Management, Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Will Hershey's credentials?
Will Hershey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Will Hershey located?
Will 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 Will Hershey charge for services?
Will 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.
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Other Advisors at ROUNDHILL FINANCIAL INC.

David Brian Mazza
NEW YORK, NY
Marcia Baron Hershey
NEW YORK, NY
Timothy Maloney
NEW YORK, NY

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