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).

By the Numbers
  • Total Assets Under Management
    3,018
    MILLION
  • Total Number of Accounts
    4,799
    ACCOUNTS
  • Average Account Value
    $628,850
Compensation Options
  • A percentage of assets under your management
  • Other
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Roosevelt Investments
Showing 1 - 6 of 6 top financial advisors.
1
James C. Rogers
CRD#: 1624145
570 Lexington Ave, Suite 1800, New York, NY 10022

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.

2
Jason T. Benowitz
CRD#: 4231254
570 Lexington Avenue, Suite 1800, New York, NY 10022

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.

3
Robert L. Meyer
CRD#: 333229
570 Lexington Ave, Suite 1800, New York, NY 10022

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.

4
Ashley K. Rissolo
CRD#: 7796321
570 Lexington Ave, Suite 1800, New York, NY 10022

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.

5
John S. Roscoe
CRD#: 1785868
570 Lexington Ave, Suite 1800, New York, NY 10022

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.

6
Adam J. Sheer
CRD#: 2605605
570 Lexington Ave, Suite 1800, New York, NY 10022

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.

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