Rocktree Financial Advisors LLC
Rocktree Financial Advisors LLC (CRD# 164926) is a financial advisory firm headquartered in Boston, MA. They manage $7,190,226 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$299,593
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Neal Merbaum (CRD# 1944389) is an Investment Advisor Representative working at Rocktree Financial Advisors LLC in Jamaica Plain, MA and has over 5 years of experience in the finance industry.