Unclaimed Profile

Kevin Scott Roof

ROOF ADVISORY GROUP, INC.·HARRISBURG, Pennsylvania

Series 65Clean record21 years registeredROOF ADVISORY GROUP, INC.

507 N. FRONT STREET, HARRISBURG, PA 17101-1011CRD# 4763274Firm CRD# 117969

Profile Verification

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

Identity

Kevin Scott Roof · HARRISBURG, PA

Registration

CRD #4763274 · ROOF ADVISORY GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROOF ADVISORY GROUP, INC.

FORT PITT CAPITAL GROUP, LLC

Oct 2019 – Oct 2021

HARRISBURG, PA

ROOF ADVISORY GROUP, INC.

Aug 2004 – Oct 2019

HARRISBURG, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 16, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROOF ADVISORY GROUP, INC.

CRD 117969 · SEC 801-62995

AUM

$476M

Regulatory assets under management

Employees

239 client accounts

Services offered by ROOF ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROOF ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Scott Roof offer?

Kevin Scott Roof specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Scott Roof's credentials?

Kevin Scott Roof is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Scott Roof located?

Kevin Scott Roof is based in HARRISBURG, Pennsylvania, last registered with ROOF ADVISORY GROUP, INC..

How does Kevin Scott Roof charge for services?

Kevin Scott Roof'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 ROOF ADVISORY GROUP, INC.?

ROOF ADVISORY GROUP, INC. has approximately 9 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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