Roger Ibbotson, financial advisor Milford CT

Roger Ibbotson

CRD Number: 4393768
Current Firm: Zebra Capital Management, LLC

Roger Ibbotson (CRD# 4393768) is an Investment Advisor Representative working at Zebra Capital Management, LLC in Milford, CT and has 1 year of experience in the finance industry.

Similar Advisors
Charles Green, financial advisor Milford CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Harlan Fischer, financial advisor Milford CT
Harlan J. Fischer
CRD# 811927
Cetera Investment Advisers LLC
Similar Advisors
Anthony Leonardi, financial advisor Milford CT
Anthony M. Leonardi
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name Location Dates Years
Zebra Fund Advisors, LLC Milford, CT Jun 2008 - Current 15
Zebra Advisors, LLC Milford, CT Oct 2001 - Current 22
Zebra Capital Management, LLC Milford, CT Oct 2001 - Current 22
Yale School Of Management New Haven, CT Jun 1984 - Current 39
Dfa, Inc. Funds Santa Monica, CA Jan 1981 - Current 43

Roger Ibbotson has no recent exams reported.
Contact Info for Roger G. Ibbotson
Phone Number: 203-701-5900
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $12,706,452
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.