Roof Advisory Group, Inc.

Roof Advisory Group, Inc. (CRD# 117969) is a financial advisory firm headquartered in Harrisburg, PA. They manage $401,947,500 in 210 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    402
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $1,914,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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.

FL, PA

Financial Advisors at Roof Advisory Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Daniel T. Eye
CRD#: 4897462
507 N. Front Street, Harrisburg, PA 17101
96
Wealthminder
score

Daniel Eye (CRD# 4897462) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has over 12 years of experience in the finance industry.

2
Ralph E. Manna
CRD#: 4187912
507 N. Front Street, Harrisburg, PA 17101
93
Wealthminder
score

Ralph Manna (CRD# 4187912) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has over 16 years of experience in the finance industry.

3
Bradley R. Newman
CRD#: 2418207
507 N. Front Street, Harrisburg, PA 17101
93
Wealthminder
score

Bradley Newman (CRD# 2418207) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has over 19 years of experience in the finance industry. Bradley Newman 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.

4
Kevin S. Roof
CRD#: 4763274
507 N. Front Street, Harrisburg, PA 17101
93
Wealthminder
score

Kevin Roof (CRD# 4763274) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has over 14 years of experience in the finance industry.

5
Bryson J. Roof
CRD#: 5917229
507 N. Front Street, Harrisburg, PA 17101
90
Wealthminder
score

Bryson Roof (CRD# 5917229) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has over 6 years of experience in the finance industry. Bryson Roof 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.

6
Brian J. Jankowski
CRD#: 6544194
507 N. Front Street, Harrisburg, PA 17101
87
Wealthminder
score

Brian Jankowski (CRD# 6544194) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has over 2 years of experience in the finance industry.

7
Jeffrey E. Roof
CRD#: 1065753
507 N. Front Street, Harrisburg, PA 17101
87
Wealthminder
score

Jeffrey Roof (CRD# 1065753) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.