Kevin Rogner, financial advisor Hilliard OH

Kevin Rogner

CRD Number: 4241643
Current Firm: New York Life Investment Management LLC

Kevin Rogner (CRD# 4241643) is an Investment Advisor Representative working at New York Life Investment Management LLC in Hilliard, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Hilliard, OH Jul 2018 - Current 2
Unemployed Hilliard, OH Jan 2018 - Jul 2018 < 1
Manning & Napier Advisors, LLC Dublin, OH Oct 2015 - Jan 2018 2
Manning & Napier Investor Services, Inc. Dublin, OH May 2009 - Jan 2018 8
Manning & Napier Advisors, LLC Dublin, OH May 2009 - Sep 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
Contact Info for Kevin C. Rogner
Phone Number: 212-576-7000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    94,019
    MILLIONS
  • Total Number of Accounts
    1,157
    ACCOUNTS
  • Average Account Value
    $81,260,790
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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