Erin
Rogers
Northrock Partners, LLC
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About this Advisor
Erin Rogers is a financial advisor based in Ellicott City, Maryland, working with Northrock Partners, LLC. Erin has previously held positions at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Curi Capital, Lion Street Financial, and Northrock Partners. Erin has passed the Series 66 regulatory exam and is registered to provide services in Maryland, Minnesota, and North Carolina. Currently, Erin is part of Northrock Partners, LLC, which operates out of Ellicott City, Maryland. The firm has 8 offices and 154 employees. The firm manages assets totaling $5.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Northrock Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northrock Partners, LLC Brokerage Details
$5,798,819,415
154
11,981
$484,001
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Erin Rogers Work History
Northrock Partners
Lion Street Financial
Curi Capital
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Erin Rogers 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 Northrock Partners, LLC
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