Roble, Belko And Company, Inc.

Roble, Belko And Company, Inc. (CRD# 123286) is a financial advisory firm headquartered in Sewickley, PA. They manage $396,605,369 in 466 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $851,084
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Roble, Belko And Company, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Anthony J. Carrino
CRD#: 41649
Newtown, PA
96
Wealthminder
score

Anthony Carrino (CRD# 41649) is an Investment Advisor Representative working at Roble, Belko And Company, Inc. in Newtown, PA and has over 31 years of experience in the finance industry. Anthony Carrino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan P. Lacey
CRD#: 4698499
2200 Georgetowne Drive, Suite 200, Sewickley, PA 15143
96
Wealthminder
score

Ryan Lacey (CRD# 4698499) is an Investment Advisor Representative working at Roble, Belko And Company, Inc. in Sewickley, PA and has over 13 years of experience in the finance industry. Ryan Lacey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Roger W. Roble
CRD#: 1542842
2200 Georgetowne Drive, Suite 200, Sewickley, PA 15143
93
Wealthminder
score

Roger Roble (CRD# 1542842) is an Investment Advisor Representative working at Roble, Belko And Company, Inc. in Sewickley, PA and has over 31 years of experience in the finance industry.

4
Keith J. Wander
CRD#: 6465771
2200 Georgetowne Drive, Suite 200, Sewickley, PA 15143
90
Wealthminder
score

Keith Wander (CRD# 6465771) is an Investment Advisor Representative working at Roble, Belko And Company, Inc. in Sewickley, PA and has 1 year of experience in the finance industry.

5
William T. Belko
CRD#: 1567501
2200 Georgetowne Drive, Suite 200, Sewickley, PA 15143
70
Wealthminder
score

William Belko (CRD# 1567501) is an Investment Advisor Representative working at Roble, Belko And Company, Inc. in Sewickley, PA and has 1 year of experience in the finance industry.

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