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Patricia Ann Rogalski

3SISTERS SUSTAINABLE MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
1700 SANSOM STREET, PHILADELPHIA, PA 19103CRD# 5846349Firm CRD# 159207
01

About

Patricia Ann Rogalski is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with 3SISTERS SUSTAINABLE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
3SISTERS SUSTAINABLE MANAGEMENT, LLC
3SISTERS SUSTAINABLE MANAGEMENT, LLC
AUM
$46M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at 3SISTERS SUSTAINABLE MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FIN CHECK UP IS 50 BASIS PTS/YEAR; $250/HOUR FOR ADDITIONAL SERV
Regulatory
SEC/IARD CRD# 5846349
Firm CRD# 159207
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Ann Rogalski offer?
Patricia Ann Rogalski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Patricia Ann Rogalski's credentials?
Patricia Ann Rogalski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Rogalski located?
Patricia Ann Rogalski is based in PHILADELPHIA, Pennsylvania, working with 3SISTERS SUSTAINABLE MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Patricia Ann Rogalski charge for services?
Patricia Ann Rogalski's firm is compensated through percentage of aum, hourly charges, other: fin check up is 50 basis pts/year; $250/hour for additional serv. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3SISTERS SUSTAINABLE MANAGEMENT, LLC?
3SISTERS SUSTAINABLE MANAGEMENT, LLC has approximately 4 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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