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David Roland Rodgers

MERION REALTY ADVISERS, LLC·WYNNEWOOD, Pennsylvania
Unclaimed Profile
308 E. LANCASTER AVENUE, WYNNEWOOD, PA 19096CRD# 5968606Firm CRD# 158507
01

About

David Roland Rodgers is a registered financial advisor based in WYNNEWOOD, Pennsylvania, affiliated with MERION REALTY ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MERION REALTY ADVISERS, LLC
MERION REALTY ADVISERS, LLC
AUM
$72M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MERION REALTY ADVISERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE
Regulatory
SEC/IARD CRD# 5968606
Firm CRD# 158507
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Roland Rodgers offer?
David Roland Rodgers specializes in Retirement Planning. Contact their office in WYNNEWOOD, Pennsylvania for a consultation.
What are David Roland Rodgers's credentials?
David Roland Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Roland Rodgers located?
David Roland Rodgers is based in WYNNEWOOD, Pennsylvania, working with MERION REALTY ADVISERS, LLC. Their office serves clients in the WYNNEWOOD metropolitan area and surrounding communities.
How does David Roland Rodgers charge for services?
David Roland Rodgers's firm is compensated through percentage of aum, other: percentage committed capital, capital acct &/or acquisition fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERION REALTY ADVISERS, LLC?
MERION REALTY ADVISERS, LLC has approximately 7 employees and manages $72M 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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