THE ROOSEVELT INVESTMENT GROUP, LLC

ROOSEVELT INVESTMENTS
NEW YORK, New York·7 registered advisors·CRD# 107853
SEC# 801-388242646-452-6700
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at THE ROOSEVELT INVESTMENT GROUP, LLC

7 registered advisors
Adam Jonathan Sheer
NEW YORK, New York
Howard Steven Potter
NEW YORK, New York
James Christian Rogers
NEW YORK, New York
John James Mullin
NEW YORK, New York
John Scott Roscoe
NEW YORK, New York
Leila B Heckman
NEW YORK, New York
Robert Lawrence Meyer
NEW YORK, New York
05

Office Locations

NEW YORK, New York
7 advisors

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Data sourced from SEC Form ADV filings. THE ROOSEVELT INVESTMENT GROUP, LLC (CRD# 107853) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.