Carey S. Roebuck Financial Services, LLC

Carey S. Roebuck Financial Services, LLC (CRD# 280029) is a financial advisory firm headquartered in , . They manage $6,500,164 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $175,680
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

MA, TX

Financial Advisors at Carey S. Roebuck Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carey Roebuck, financial advisor Austin TX
Carey S. Roebuck
CRD#: 2539739
Austin, TX

Carey Roebuck (CRD# 2539739) is an Investment Advisor Representative working at Carey S. Roebuck Financial Services, LLC in Austin, TX and has over 29 years 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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