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Mark Carey Rodgers

RODGERS BROTHERS, INC.·HARMONY, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65CFAClean record10 years registeredRODGERS BROTHERS, INC.
223 MERCER STREET, HARMONY, PA 16037CRD# 5902464Firm CRD# 16197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Carey Rodgers · HARMONY, PA
Registration
CRD #5902464 · RODGERS BROTHERS, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

RODGERS BROTHERS, INC.
Jun 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 21, 2016
Years registered · 10
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RODGERS BROTHERS, INC.
CRD 16197 · SEC 801-61034
AUM
$836M
Regulatory assets under management
Employees
14
1,044 client accounts
Services offered by RODGERS BROTHERS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at RODGERS BROTHERS, INC. →
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05

Frequently Asked Questions

What services does Mark Carey Rodgers offer?
Mark Carey Rodgers specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HARMONY, Pennsylvania for a consultation.
What are Mark Carey Rodgers's credentials?
Mark Carey Rodgers holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Carey Rodgers located?
Mark Carey Rodgers is based in HARMONY, Pennsylvania, working with RODGERS BROTHERS, INC.. Their office serves clients in the HARMONY metropolitan area and surrounding communities.
How does Mark Carey Rodgers charge for services?
Mark Carey Rodgers'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 RODGERS BROTHERS, INC.?
RODGERS BROTHERS, INC. has approximately 14 employees and manages $836M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RODGERS BROTHERS, INC.

Gary Rodgers
HARMONY, PA
Denise Ryan Rodgers
HARMONY, PA
Chris Robert Rabenold
HARMONY, PA
Michael Carey Rodgers
HARMONY, PA
Kimberly Marie Kuhlman
HARMONY, PA
Mark Rodgers
HARMONY, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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