R.w. Roge & Company, Inc.

R.w. Roge & Company, Inc. (CRD# 104645) is a financial advisory firm headquartered in Bohemia, NY. They manage $226,500,000 in 900 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $251,667
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
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.

CA, CT, FL, MA, NH, NJ, NY, TX, VA

Financial Advisors at R.w. Roge & Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ronald Roge
CRD#: 2417205
630 Johnson Ave, Suite 103, Bohemia, NY 11716
96
Wealthminder
score

Ronald Roge (CRD# 2417205) is an Investment Advisor Representative working at R.w. Roge & Company, Inc. in Bohemia, NY and has over 23 years of experience in the finance industry. Ronald Roge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven M. Roge
CRD#: 4866201
630 Johnson Ave, Suite 103, Bohemia, NY 11716
93
Wealthminder
score

Steven Roge (CRD# 4866201) is an Investment Advisor Representative working at R.w. Roge & Company, Inc. in Bohemia, NY and has over 10 years of experience in the finance industry.

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