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Roger Small

P. J. ROLAND, LTD.·HARLEYSVILLE, Pennsylvania
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484 HARLEYSVILLE PIKE, HARLEYSVILLE, PA 19438CRD# 2678611Firm CRD# 109557
01

About

Roger Small 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.

02

Focus Areas

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

Firm Overview

Firm
P. J. ROLAND, LTD.
CANON CAPITAL INVESTMENT ADVISORY
AUM
$210M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at P. J. ROLAND, LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2678611
Firm CRD# 109557
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roger Small offer?
Roger Small specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.
What are Roger Small's credentials?
Roger Small is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Small located?
Roger Small 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 Roger Small charge for services?
Roger Small'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.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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