AdvisorOS Directory
Claim Profile
Unclaimed Profile
PR

Paul Stuart Rovner

DREXEL MORGAN & CO.·RADNOR, Pennsylvania
SIE, Series 7, Series 27, Series 99TOClean recordDREXEL MORGAN & CO.
THREE RADNOR CORPORATE CENTER, RADNOR, PA 19087CRD# 4486011Firm CRD# 151053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Stuart Rovner · RADNOR, PA
Registration
CRD #4486011 · DREXEL MORGAN & CO.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DREXEL MORGAN & CO.
CRD 151053 · SEC 801-70432
AUM
$440M
Regulatory assets under management
Employees
4
18 client accounts
Services offered by DREXEL MORGAN & CO.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DREXEL MORGAN & CO. →
Introduction

Speak with Paul

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

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

Looking for a financial advisor in RADNOR?

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

Browse RADNOR AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Paul Stuart Rovner offer?
Paul Stuart Rovner specializes in Investment Management, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Paul Stuart Rovner's credentials?
Paul Stuart Rovner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Stuart Rovner located?
Paul Stuart Rovner is based in RADNOR, Pennsylvania, working with DREXEL MORGAN & CO.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Paul Stuart Rovner charge for services?
Paul Stuart Rovner'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 DREXEL MORGAN & CO.?
DREXEL MORGAN & CO. has approximately 4 employees and manages $440M 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 →

Other Advisors at DREXEL MORGAN & CO.

Marieelena Vitolo Ness
RADNOR, PA
George Washington Connell
RADNOR, PA
Lynda Marie Mcfeeley
RADNOR, PA

More Advisors in RADNOR, Pennsylvania

Thomas Ritson Ferguson
CBRE CLARION SECURITIES LLC·RADNOR, PA
Gerald Joshua Kane
NORDWAND ADVISORS, LLC·RADNOR, PA
James Steuart Hemphill
PROFESSIONAL FINANCIAL ADVISORS INC·RADNOR, PA
Jayson Reagan Bronchetti
LINCOLN FINANCIAL INVESTMENTS CORPORATION·RADNOR, PA
Sierd Tilma
STEVENS CAPITAL MANAGEMENT LP·RADNOR, PA
Jarrett Burt Kling
CBRE CLARION SECURITIES LLC·RADNOR, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)HARRISBURG (47)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideBERWYN GuideMALVERN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile