Unclaimed Profile

Daniel Beale Roe

BRR OPCO, LLC·COLUMBUS, Ohio

Series 7, Series 63Clean record25 years registeredBRR OPCO, LLC

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, OH 43215-7088CRD# 1681731Firm CRD# 106536

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Beale Roe · COLUMBUS, OH

Registration

CRD #1681731 · BRR OPCO, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRR OPCO, LLC

CORIENT

Nov 2022 – Dec 2025

COLUMBUS, OH

BUDROS, RUHLIN & ROE

Jan 2001 – Mar 2023

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRR OPCO, LLC

CRD 106536 · SEC 801-32884

AUM

$3.4B

Regulatory assets under management

Employees

7,536 client accounts

Services offered by BRR OPCO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRR OPCO, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Beale Roe offer?

Daniel Beale Roe specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel Beale Roe's credentials?

Daniel Beale Roe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Beale Roe located?

Daniel Beale Roe is based in COLUMBUS, Ohio, last registered with BRR OPCO, LLC.

How does Daniel Beale Roe charge for services?

Daniel Beale Roe's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRR OPCO, LLC?

BRR OPCO, LLC has approximately 43 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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