ROUNDANGLE ADVISORS LLC

RED BANK, New Jersey·5 registered advisors·CRD# 282178
SEC# 801-1074491732-889-3774
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROUNDANGLE ADVISORS LLC

5 registered advisors
Benjamin Samuel Gerut
WHITE PLAINS, New York
Deirdre Ann Derosa
RED BANK, New Jersey
Jonathan Evan Bernstein
RED BANK, New Jersey
Manuela Diaz
RED BANK, New Jersey
Melinda Stacy Bercy
VALLEY STREAM, New York
05

Office Locations

RED BANK, New Jersey
3 advisors
VALLEY STREAM, New York
1 advisor
WHITE PLAINS, New York
1 advisor

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Data sourced from SEC Form ADV filings. ROUNDANGLE ADVISORS LLC (CRD# 282178) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.