AdvisorOS Directory
Claim Profile
Unclaimed Profile
JR

Jeffrey Alan Rex

ROCKSHELTER CAPITAL MANAGEMENT LLC·CANONSBURG, Pennsylvania
Clean recordROCKSHELTER CAPITAL MANAGEMENT LLC
4000 TOWN CENTER BOULEVARD, CANONSBURG, PA 15317CRD# 2513385Firm CRD# 169562

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Alan Rex · CANONSBURG, PA
Registration
CRD #2513385 · ROCKSHELTER CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Alan Rex is a registered financial advisor based in CANONSBURG, Pennsylvania, affiliated with ROCKSHELTER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ROCKSHELTER CAPITAL MANAGEMENT LLC
ROCKSHELTER CAPITAL MANAGEMENT LLC
AUM
$330M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ROCKSHELTER CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2513385
Firm CRD# 169562
View on FINRA BrokerCheck →

Looking for a financial advisor in CANONSBURG?

Browse all registered financial advisors in CANONSBURG, Pennsylvania or claim this profile if it's yours.

Browse CANONSBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Alan Rex offer?
Jeffrey Alan Rex specializes in Investment Management, Fee-Only Advisory. Contact their office in CANONSBURG, Pennsylvania for a consultation.
What are Jeffrey Alan Rex's credentials?
Jeffrey Alan Rex is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Rex located?
Jeffrey Alan Rex is based in CANONSBURG, Pennsylvania, working with ROCKSHELTER CAPITAL MANAGEMENT LLC. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.
How does Jeffrey Alan Rex charge for services?
Jeffrey Alan Rex's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKSHELTER CAPITAL MANAGEMENT LLC?
ROCKSHELTER CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $330M 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 →

More Advisors in CANONSBURG, Pennsylvania

Darla Diane Main
MAIN ADVISORY, INC.·CANONSBURG, PA
Beth Ann Andrews
NETWORTH ADVISORS, LLC·CANONSBURG, PA
Michael Mark Evans
GRANT STREET ASSET MANAGEMENT INC·CANONSBURG, PA
Patrick T Evans
GRANT STREET ASSET MANAGEMENT INC·CANONSBURG, PA
Rebecca Aileen Bryan
BRYAN ADVISORY SERVICES, LLC·CANONSBURG, PA
Richard George Bryan
BRYAN ADVISORY SERVICES, LLC·CANONSBURG, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile