Roundangle Advisors LLC

Roundangle Advisors LLC (CRD# 282178) is a financial advisory firm headquartered in Valley Stream, NY. They manage $89,200,000 in 553 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $161,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NH, NJ, NY, OH, PA

Financial Advisors at Roundangle Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward L. Vallar
CRD#: 2254394
27 E. Merrick Rd., Valley Stream, NY 11580
96
Wealthminder
score

Edward Vallar (CRD# 2254394) is an Investment Advisor Representative working at Roundangle Advisors LLC in Valley Stream, NY and has over 19 years of experience in the finance industry.

2
Andrew J. Killen
CRD#: 6360797
27 E. Merrick Rd., Valley Stream, NY 11580
90
Wealthminder
score

Andrew Killen (CRD# 6360797) is an Investment Advisor Representative working at Roundangle Advisors LLC in Valley Stream, NY and has over 3 years of experience in the finance industry.

3
David A. Wax
CRD#: 6656065
27 E. Merrick Rd., Valley Stream, NY 11580
88
Wealthminder
score

David Wax (CRD# 6656065) is an Investment Advisor Representative working at Roundangle Advisors LLC in Valley Stream, NY and has 1 year of experience in the finance industry.

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