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CASTLE ROCK ADVISORS LLC
CASTLE ROCK ADVISORS LLC
BOSTON, Massachusetts
·
10 registered advisors
·
CRD# 331429
SEC# 801-130907
1
617-227-0050
01
Firm Overview
AUM
$830M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Other: COST REIMBURSEMENT
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at CASTLE ROCK ADVISORS LLC
10 registered advisors
Christopher John Hadley
BOSTON, Massachusetts
CRD# 6025469
Daniel Paul Carbonneau
BOSTON, Massachusetts
CRD# 7938049
Eric R Souza
BOSTON, Massachusetts
CRD# 7089097
Kenneth Scott Bring
BOSTON, Massachusetts
CRD# 6027597
Michael Buckner Sweeny
BOSTON, Massachusetts
CRD# 2927927
Reuben Benjamin Ackerman
BOSTON, Massachusetts
CRD# 6002571
Robert Joshua Small
BOSTON, Massachusetts
CRD# 6025479
Ross Marshall Jones
BOSTON, Massachusetts
CRD# 2253855
Sharlyn Carter Musslewhite
BOSTON, Massachusetts
CRD# 6025473
Terry H Thompson
BOSTON, Massachusetts
CRD# 7350521
05
Office Locations
BOSTON, Massachusetts
10 advisors
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Data sourced from SEC Form ADV filings. CASTLE ROCK ADVISORS LLC (CRD# 331429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.