Unclaimed Profile

John Bernard Roeckel

FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredFUHRMAN MANAGEMENT ASSOCIATES, INC.

512 S. BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 2160032Firm CRD# 121193

Profile Verification

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

Identity

John Bernard Roeckel · FORT WASHINGTON, PA

Registration

CRD #2160032 · FUHRMAN MANAGEMENT ASSOCIATES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Mar 2023 – present

WESTERN INTERNATIONAL SECURITIES

Feb 2008 – Oct 2008

Fort Washington, PA

OBERLIN FINANCIAL CORP.

Jan 2005 – Feb 2005

FT. WASHINGTON, PA

FUHRMAN MANAGEMENT ASSOCIATES, INC.

Oct 2002 – Apr 2023

FORT WASHINGTON, PA

NATHAN & LEWIS SECURITIES, INC.

Jul 1999 – Jan 2003

FT. WASHINGTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUHRMAN MANAGEMENT ASSOCIATES, INC.

CRD 121193 · SEC 801-62985

AUM

$249M

Regulatory assets under management

Employees

619 client accounts

Services offered by FUHRMAN MANAGEMENT ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FUHRMAN MANAGEMENT ASSOCIATES, INC. →

Introduction

Speak with John

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

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

Looking for a financial advisor in FORT WASHINGTON?

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

Browse FORT WASHINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Bernard Roeckel offer?

John Bernard Roeckel specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are John Bernard Roeckel's credentials?

John Bernard Roeckel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Bernard Roeckel located?

John Bernard Roeckel is based in FORT WASHINGTON, Pennsylvania, working with FUHRMAN MANAGEMENT ASSOCIATES, INC.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.

How does John Bernard Roeckel charge for services?

John Bernard Roeckel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUHRMAN MANAGEMENT ASSOCIATES, INC.?

FUHRMAN MANAGEMENT ASSOCIATES, INC. has approximately 5 employees and manages $249M 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 →