Anneliese
Roemer

Warren Averett Asset Management, LLC

CRD#6054738
Investment Advisor
in Montgomery, AL

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About this Advisor

Anneliese Roemer is a financial advisor based out of Montgomery, Alabama, with 13 years of work experience. Roemer is currently employed by Warren Averett Asset Management, LLC. The advisor has gained experience at Warren Averett Asset Management, LLC and Wilson Price Wealth Management. Roemer maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Alabama. Warren Averett Asset Management, LLC is a company headquartered in Montgomery, Alabama. It has offices in six locations and a total of 49 advisors. It oversees $3 billion in assets among its 2,912 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 2,912 customer accounts, 68% belong to high-net-worth individuals who have at least $1 million in investable assets. Warren Averett Asset Management, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on the type of financial services. However, fee types charged by Warren Averett Asset Management, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3815 Interstate Court
Montgomery, AL 36109

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Warren Averett Asset Management, LLC Brokerage Details

Total Assets Under Management

$2,711,578,448

AL Average: $1,620,585,161
Total Number of Employees

49

AL Average: 52
Total Number of Accounts

2,912

AL Average: 1,560
Average Account Size

$931,174

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Anneliese Roemer Work History

Anneliese has 13 years of experience.

2012 - Present (9 years)

Warren Averett Asset Management, LLC

2007 - 2012 (5 years)

Wilson Price Wealth Management

Disclosures

Anneliese Roemer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Warren Averett Asset Management, LLC

Andrew Gearhart
Birmingham, AL
Aaron Nelson
Birmingham, AL
Elizabeth Brasher
Birmingham, AL
Justin Sly
Birmingham, AL
Joseph Mcnair
Pensacola, FL
Gavin Gillison
Birmingham, AL
John Adams
Birmingham, AL
Joshua Miller
Pensacola, FL

This content was compiled from the SEC and FINRA.

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