Roger
Roble
Roble, Belko And Company, Inc
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About this Advisor
Roger Roble is a financial advisor who works out of Sewickley, Pennsylvania with a total of 23 years of relevant experience. Roble works at Roble, Belko And Company, Inc. They have spent all of their employment at Roble, Belko And Company, Inc. Roble has a Series 63 license, designating them as a securities broker, and can work in Pennsylvania. Roble, Belko And Company, Inc is an advisory company headquartered in Sewickley, PA. It has $850 million in total assets between its 890 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 890 accounts, 57% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Roble, Belko And Company, Inc likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Roble, Belko And Company, Inc Brokerage Details
$849,913,868
8
890
$954,959
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
Roger Roble Work History
Roger has been registered as a financial advisor for 23 years.*
Roble Belko & Company
*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 Roger Roble 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 Roble, Belko And Company, Inc
Sewickley, PA
Sewickley, PA
Sewickley, PA
Sewickley, PA
Sewickley, PA
Newtown, PA
Sewickley, PA
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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