Roland CaldwellCRD Number: 1918257
Current Firm: Institutional Investor Advisers, Inc.
Roland Caldwell (CRD# 1918257) is an Investment Advisor Representative working at Institutional Investor Advisers, Inc. in Venice, FL and has 1 year of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Institutional Investor Trust||Venice, FL||Jun 2010 - Current||7|
|Trust Companies Of America, Inc.||Venice, FL||Jul 1995 - Current||22|
|Caldwell Trust Company||Venice, FL||Nov 1993 - Current||24|
|Omnivest Research Corporation||Venice, FL||Sep 1988 - Dec 2008||20|
|C/funds Group, Inc.||Venice, FL||Mar 1993 - Aug 2008||15|
Total Assets Under Management35MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$35,461,616
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")