Blue Rock Financial Group

Blue Rock Financial Group (CRD# 298558) is a financial advisory firm headquartered in Rehoboth Beach, DE. They manage $274,274,805 in 677 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
37458 Oyster House Road, Rehoboth Beach, DE 19971
https://www.facebook.com/bluerockfg
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $405,133
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, MD, NJ, PA

Financial Advisors at Blue Rock Financial Group
Showing 1 - 6 of 6 top financial advisors.
1
Todd Roselle, financial advisor Rehoboth Beach DE
Todd A. Roselle
CRD#: 5001611
37458 Oyster House Road, Rehoboth Beach, DE 19971

Todd Roselle (CRD# 5001611) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 18 years of experience in the finance industry.

2
James Whalen, financial advisor Rehoboth Beach DE
James Whalen
CRD#: 5876202
37458 Oyster House Road, Rehoboth Beach, DE 19971

James Whalen (CRD# 5876202) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 11 years of experience in the finance industry.

3
Jeffrey Kaczmarczyk, financial advisor Rehoboth Beach DE
Jeffrey T. Kaczmarczyk
CRD#: 7367545
37458 Oyster House Road, Rehoboth Beach, DE 19971

Jeffrey Kaczmarczyk (CRD# 7367545) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 9 years of experience in the finance industry.

4
Kelly Kaczmarczyk, financial advisor Rehoboth Beach DE
Kelly Kaczmarczyk
CRD#: 7055176
37458 Oyster House Road, Rehoboth Beach, DE 19971

Kelly Kaczmarczyk (CRD# 7055176) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has 1 year of experience in the finance industry.

5
Nicholas Lombardo, financial advisor Wilmington DE
Nicholas S. Lombardo
CRD#: 4783312
112 S French Street, Wilmington, DE 19801

Nicholas Lombardo (CRD# 4783312) is an Investment Advisor Representative working at Blue Rock Financial Group in Wilmington, DE and has over 17 years of experience in the finance industry.

6
Carter McClung, financial advisor Rehoboth Beach DE
Carter A. McClung
CRD#: 6949879
37458 Oyster House Road, Rehoboth Beach, DE 19971

Carter McClung (CRD# 6949879) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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