Robert
Roach
Dss Wealth Management, Inc
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About this Advisor
Robert Roach is a financial advisor who works out of Waban, Massachusetts who has 1 year of relevant experience. Roach is an advisor for Dss Wealth Management, Inc. Throughout their career, Roach has worked at Americafirst Capital Management, LLC, Americafirst Securities, Inc, Lr Global, LLC, Trilinc Global LLC, Commongood Securities, Ocp Capital, LLC, Andes Capital Group, LLC, Arque Capital, Black Opal Partners, Americafirst Capital Management, Kipling Jones & Co. LTD, Roach Corp, Dss Wealth Management, Inc and Americafirst Quantitative Funds. Roach maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California and Texas. Dss Wealth Management, Inc is a financial advisory firm based out of Granite Bay, CA. It has $33 million in total assets between its one accounts, making it one of the smaller firms in the nation by assets under management. Dss Wealth Management, Inc provides portfolio management for investment companies. A financial advisor's fee schedules are based on the financial services offered. However, fees billed by Dss Wealth Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dss Wealth Management, Inc Brokerage Details
$32,500,000
7
1
$32,500,000
Investment Advisory Services
- Portfolio management for investment companies
Robert Roach Work History
Robert has been registered as a financial advisor for 1 years.*
Andes Capital Group, LLC
Dss Wealth Management, Inc
Arque Capital
Black Opal Partners
Roach Corp
Americafirst Quantitative Funds
Kipling Jones & Co. LTD
Americafirst Capital Management
Commongood Securities
Ocp Capital, LLC
Trilinc Global LLC
Lr Global, LLC
Americafirst Capital Management, LLC
Americafirst Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Roach 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 Dss Wealth Management, Inc
Waban, MA
Granite Bay, CA
Granite Bay, CA
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