Michael
Rogan

Rogan & Associates, Inc

CRD#1503029
Investment Advisor
in Safety Harbor, FL

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About this Advisor

Michael Rogan is a financial advisor based in Safety Harbor, Florida, working with Rogan & Associates, Inc. Michael has previously held a position at Rogan & Associates, Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Florida and New York. Currently, Michael is part of Rogan & Associates, Inc, which operates out of Safety Harbor, Florida. The firm has 2 offices and 16 employees. The firm manages assets totaling $586.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Rogan & Associates, Inc includes asset-based, hourly, commission-based, and other fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Commissions, Others

Office Location

200 9Th Avenue North Suite 100
Safety Harbor, FL 34695

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Rogan & Associates, Inc Brokerage Details

Total Assets Under Management

$586,150,268

FL Average: $1,855,561,029
Total Number of Employees

16

FL Average: 62
Total Number of Accounts

2,117

FL Average: 2,474
Average Account Size

$276,878

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Rogan Work History

1997 - Present (27 years)

Rogan & Associates, Inc

Disclosures

Please visit the SEC profile of Michael Rogan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rogan & Associates

Adam Lucke
Safety Harbor, FL
Blake Kennedy
Safety Harbor, FL
Tyler Keuning
Grand Rapids, MI
Joseph Minutolo
Safety Harbor, FL
Harrison Moore
Safety Harbor, FL
Erin Emnett
Safety Harbor, FL
Daniel Huehn
Addison, TX
Shawn White
Safety Harbor, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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