Rohan
Shroff
Fiduciary Trust International, LLC
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About this Advisor
Rohan Shroff is a financial advisor who works out of Lincoln, Massachusetts with a total of 6 years of industry experience. Shroff is on the advisory team at Fiduciary Trust International, LLC. Throughout their career, Shroff has worked at Athena Capital Advisors LLC, Beacon Trust Company, Roniks LLC, Princeton University and Fiduciary Trust International, LLC. Shroff maintains a Series 65 license, designating them as an investment advisor representative, and can work in Massachusetts and New York. Fiduciary Trust International, LLC is a registered investment company that has its headquarters in Lincoln, MA. The investment advisory business has offices in two locations and a total of 48 people on staff. It controls $5 billion in total assets across its 471 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 471 accounts, 75% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which services are provided. Fee types charged by Fiduciary Trust International, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiduciary Trust International, LLC Brokerage Details
$5,224,573,345
48
471
$11,092,512
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
- Selection of other advisers
Rohan Shroff Work History
Rohan has been registered as a financial advisor for 6 years.*
Fiduciary Trust International, LLC
Athena Capital Advisors LLC
Beacon Trust Company
Roniks LLC
Princeton University
*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 Rohan Shroff 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 Fiduciary Trust International, LLC
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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