Unclaimed Profile

Peter James Roland

P. J. ROLAND, LTD.·HARLEYSVILLE, Pennsylvania

Clean recordP. J. ROLAND, LTD.

484 HARLEYSVILLE PIKE, HARLEYSVILLE, PA 19438CRD# 1726474Firm CRD# 109557

Profile Verification

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

Identity

Peter James Roland · HARLEYSVILLE, PA

Registration

CRD #1726474 · P. J. ROLAND, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter James Roland is a registered financial advisor based in HARLEYSVILLE, Pennsylvania, affiliated with P. J. ROLAND, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Peter

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

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

Firm Overview

Firm

P. J. ROLAND, LTD.

CANON CAPITAL INVESTMENT ADVISORY

AUM

$210M

Regulatory assets under management

Employees

Total firm employees

View all advisors at P. J. ROLAND, LTD. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1726474

Firm CRD# 109557

View on FINRA BrokerCheck →

Looking for a financial advisor in HARLEYSVILLE?

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

Browse HARLEYSVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter James Roland offer?

Peter James Roland specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.

What are Peter James Roland's credentials?

Peter James Roland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter James Roland located?

Peter James Roland is based in HARLEYSVILLE, Pennsylvania, working with P. J. ROLAND, LTD.. Their office serves clients in the HARLEYSVILLE metropolitan area and surrounding communities.

How does Peter James Roland charge for services?

Peter James Roland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is P. J. ROLAND, LTD.?

P. J. ROLAND, LTD. has approximately 7 employees and manages $210M 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 →