Jeffrey Rollo, financial advisor Schaumburg IL
93 score

Jeffrey Rollo

CRD Number: 4614698
Current Firm: Rsm Us Wealth Management LLC

Jeffrey Rollo (CRD# 4614698) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Schaumburg, IL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Mcgladrey Wealth Management LLC Schaumburg, IL Dec 1998 - Current 18
Birchtree Financial Services LLC Schaumberg, IL Dec 1998 - Jul 2012 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Jeffrey S. Rollo
Phone Number: 612-376-9363
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    5,019
    MILLIONS
  • Total Number of Accounts
    11,049
    ACCOUNTS
  • Average Account Value
    $454,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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