Roundangle Advisors LLC

Roundangle Advisors LLC (CRD# 282178) is a financial advisory firm headquartered in New York, NY. They manage $86,400,000 in 546 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $158,242
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 - 2 of 2 top financial advisors.
1
Jonathan E. Bernstein
CRD#: 4445025
280 Highway 35, Suite 105, Oakhurst, NJ 07755
93
Wealthminder
score

Jonathan Bernstein (CRD# 4445025) is an Investment Advisor Representative working at Roundangle Advisors LLC in Oakhurst, NJ and has over 15 years of experience in the finance industry.

2
David A. Wax
CRD#: 6656065
27 E Merrick Road, Valley Stream, NY 11580
90
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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