Roger
Roemmich
Alexander Capital Wealth Management LLC
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About this Advisor
Roger Roemmich is a financial advisor based in Red Bank, New Jersey, working with Alexander Capital Wealth Management LLC. Roger has previously held positions at Roka Wealth Strategists, Coastal Equities, Inc, Dempsey Lord Smith, LLC, Roger's Retirement Readiness Alliance LLC, Alexander Capital LP, Retirement Cash Flow Group LLC, and Alexander Capital Wealth Management LLC. Roger has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Roger is part of Alexander Capital Wealth Management LLC, which operates out of Red Bank, New Jersey. The firm has 16 offices and 26 employees. The firm manages assets totaling $120.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alexander Capital Wealth Management LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Alexander Capital Wealth Management LLC Brokerage Details
$120,789,910
26
531
$227,476
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Roger Roemmich Work History
Alexander Capital Lp
Alexander Capital Wealth Management LLC
Retirement Cash Flow Group LLC
Dempsey Lord Smith, LLC
Roger'S Retirement Readiness Alliance LLC
Coastal Equities, Inc
Roka Wealth Strategists
Disclosures
Please visit the SEC profile of Roger Roemmich 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 Alexander Capital Wealth Management LLC
Alhambra, CA
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Atlanta, GA
Red Bank, NJ
Red Bank, NJ
Azusa, CA
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