Round Rock Advisors LLC

Round Rock Advisors LLC (CRD# 286007) is a financial advisory firm headquartered in Wilton, CT. They manage $673,293,156 in 1,816 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    673
    MILLION
  • Total Number of Accounts
    1,816
    ACCOUNTS
  • Average Account Value
    $370,756
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Financial Advisors at Round Rock Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Bert T. Bowler
CRD#: 2485212
187 Danbury Road, Suite 201, Wilton, CT 06897

Bert Bowler (CRD# 2485212) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 29 years of experience in the finance industry.

2
Scott L. Dynan
CRD#: 3157770
187 Danbury Road, Suite 201, Wilton, CT 06897

Scott Dynan (CRD# 3157770) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 24 years of experience in the finance industry.

3
Craig D. Jensen
CRD#: 5766588
187 Danbury Road, Suite 201, Wilton, CT 06897

Craig Jensen (CRD# 5766588) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 8 years of experience in the finance industry.

4
John R. Planell
CRD#: 1333455
187 Danbury Road, Suite 201, Wilton, CT 06897

John Planell (CRD# 1333455) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 39 years of experience in the finance industry.

5
Jeffrey M. Shaw
CRD#: 2818085
187 Danbury Road, Suite 201, Wilton, CT 06897

Jeffrey Shaw (CRD# 2818085) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has 1 year of experience in the finance industry.

6
Carol J. Burton
CRD#: 1245270
187 Danbury Road, Suite 201, Wilton, CT 06897

Carol Burton (CRD# 1245270) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has 1 year of experience in the finance industry.

7
Eamon H. Moran
CRD#: 4127342
187 Danbury Road, Suite 201, Wilton, CT 06897

Eamon Moran (CRD# 4127342) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 17 years of experience in the finance industry.

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