Melvin
Rokeach
Strategic Wealth Management Group
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About this Advisor
Melvin Rokeach is a financial advisor based in New York, New York, working with Strategic Wealth Management Group. Melvin has previously held positions at Rampart America and Strategic Wealth Management Group. Melvin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Melvin is part of Strategic Wealth Management Group, which operates out of New York, New York. The firm has 7 employees and manages assets totaling $667.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Strategic Wealth Management Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Wealth Management Group Brokerage Details
$667,747,857
7
828
$806,459
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Melvin Rokeach Work History
Strategic Wealth Management Group
Rampart America
Disclosures
Please visit the SEC profile of Melvin Rokeach 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 Strategic Wealth Management Group
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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