Andrew Roberge, financial advisor Pittsburgh PA

Andrew Roberge

CRD Number: 6540461
Current Firm: Staley Capital Advisers Inc.

Andrew Roberge (CRD# 6540461) is an Investment Advisor Representative working at Staley Capital Advisers Inc. in Pittsburgh, PA and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Staley Capital Advisers, Inc. Pittsburgh, PA Jul 2021 - Current 2
Staley Capital Advisers, Inc. Pittsburgh, PA Jun 2020 - Jun 2021 1
Guggenheim Securities, LLC New York, NY Aug 2016 - May 2020 3
Nomura Securities International, Inc. New York, NY Aug 2015 - Aug 2016 1
Ohio State University Columbus, OH Aug 2012 - May 2015 2
Staley Capital Advisors Pittsburgh, PA Aug 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Andrew J. Roberge
Phone Number: 412-394-1292
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,546
    MILLIONS
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $2,543,308
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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

AZ, CA, FL, IL, MD, NC, NH, NJ, NY, PA, TX, WV

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