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).
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Total Assets Under Management673MILLION
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Total Number of Accounts1,816ACCOUNTS
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Average Account Value$370,756
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.