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Gerald Eugene Roach

CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC·DUBLIN, Ohio
Unclaimed Profile
5850 VENTURE DRIVE, DUBLIN, OH 43017CRD# 5537532Firm CRD# 119695
01

About

Gerald Eugene Roach is a registered financial advisor based in DUBLIN, Ohio, affiliated with CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CONSOLIDATED FINANCIAL
AUM
$441M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5537532
Firm CRD# 119695
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerald Eugene Roach offer?
Gerald Eugene Roach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Gerald Eugene Roach's credentials?
Gerald Eugene Roach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Eugene Roach located?
Gerald Eugene Roach is based in DUBLIN, Ohio, working with CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Gerald Eugene Roach charge for services?
Gerald Eugene Roach's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC?
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC has approximately 5 employees and manages $441M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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