Roe Equity Research LLC

Roe Equity Research LLC (CRD# 127442) is a financial advisory firm headquartered in Dorset, VT. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
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.

NY, VT

Financial Advisors at Roe Equity Research LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin M. Roe
CRD#: 2396474
Dorset, VT
93
Wealthminder
score

Kevin Roe (CRD# 2396474) is an Investment Advisor Representative working at Roe Equity Research LLC in Dorset, VT and has over 22 years of experience in the finance industry.

2
Christina Vonriesenfelder
CRD#: 2834574
Dorset, VT
93
Wealthminder
score

Christina Vonriesenfelder (CRD# 2834574) is an Investment Advisor Representative working at Roe Equity Research LLC in Dorset, VT and has over 20 years of experience in the finance industry.

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