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).
Total Assets Under Management227MILLION
Total Number of Accounts900ACCOUNTS
Average Account Value$251,667
- A percentage of assets under your management
- 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
CA, CT, FL, MA, NH, NJ, NY, TX, VA
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.
Steven Roge (CRD# 4866201) is an Investment Advisor Representative working at R.w. Roge & Company, Inc. in Bohemia, NY and has over 11 years of experience in the finance industry.