Rocktree Financial Advisors LLC

Rocktree Financial Advisors LLC (CRD# 164926) is a financial advisory firm headquartered in Boston, MA. They manage $6,534,814 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $284,122
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Rocktree Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neal A. Merbaum
CRD#: 1944389
Jamaica Plain, MA
90
Wealthminder
score

Neal Merbaum (CRD# 1944389) is an Investment Advisor Representative working at Rocktree Financial Advisors LLC in Jamaica Plain, MA and has over 4 years of experience in the finance industry.

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