Roosevelt Investments

Roosevelt Investments (CRD# 107853) is a financial advisory firm headquartered in New York, NY. They manage $2,692,553,479 in 1,125 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
570 Lexington Ave, Suite 1800, New York, NY 10022
http://www.rooseveltinvestments.com/
By the Numbers
  • Total Assets Under Management
    2,693
    MILLION
  • Total Number of Accounts
    1,125
    ACCOUNTS
  • Average Account Value
    $2,393,381
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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 Rogers, financial advisor New York NY
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 26 years of experience in the finance industry.

2
Jason Benowitz, financial advisor New York NY
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 Meyer, financial advisor New York NY
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 Rissolo, financial advisor New York NY
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 Roscoe, financial advisor New York NY
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 Sheer, financial advisor New York NY
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 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals