Roundangle Advisors LLC

Roundangle Advisors LLC (CRD# 282178) is a financial advisory firm headquartered in Red Bank, NJ. They manage $154,603,761 in 398 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $388,452
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA, TX

Financial Advisors at Roundangle Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan E. Bernstein
CRD#: 4445025
1 Harding Road, Suite 206, Red Bank, NJ 07701

Jonathan Bernstein (CRD# 4445025) is an Investment Advisor Representative working at Roundangle Advisors LLC in Red Bank, NJ and has over 22 years of experience in the finance industry.

2
Deirdre A. Derosa
CRD#: 6873139
1 Harding Road, Suite 206, Red Bank, NJ 07701

Deirdre Derosa (CRD# 6873139) is an Investment Advisor Representative working at Roundangle Advisors LLC in Red Bank, NJ and has over 5 years of experience in the finance industry.

3
Carlos J. Defreitas
CRD#: 2287453
1 Harding Road, Suite 206, Red Bank, NJ 07701

Carlos Defreitas (CRD# 2287453) is an Investment Advisor Representative working at Roundangle Advisors LLC in Red Bank, NJ and has over 31 years of experience in the finance industry.

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