Roosevelt Investments
Roosevelt Investments (CRD# 107853) is a financial advisory firm headquartered in New York, NY. They manage $3,017,850,156 in 4,799 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management3,018MILLION
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Total Number of Accounts4,799ACCOUNTS
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Average Account Value$628,850
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
James Rogers (CRD# 1624145) is an Investment Advisor Representative working at Roosevelt Investments in New York, NY and has over 36 years of experience in the finance industry.
Jason Benowitz (CRD# 4231254) is an Investment Advisor Representative working at Roosevelt Investments in New York, NY and has over 23 years of experience in the finance industry.
Robert Meyer (CRD# 333229) is an Investment Advisor Representative working at Roosevelt Investments in New York, NY and has over 31 years of experience in the finance industry.
Ashley Rissolo (CRD# 7796321) is an Investment Advisor Representative working at Roosevelt Investments in New York, NY and has 1 year of experience in the finance industry.
John Roscoe (CRD# 1785868) is an Investment Advisor Representative working at Roosevelt Investments in New York, NY and has 1 year of experience in the finance industry.
Adam Sheer (CRD# 2605605) is an Investment Advisor Representative working at Roosevelt Investments in New York, NY and has over 28 years of experience in the finance industry.