Round Rock Advisors LLC
Financial Services
Wilton, Connecticut, United States
19 employees
- Employees
- 19
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Round Rock Advisors LLC Overview
- Headquarters
- Wilton, Connecticut, United States
- Phone Number
- Available in AeroLeads
- Website
- roundrockadvisors.com
- Industry
- Financial Services
- Employees
- 19
- Founded
- 2017
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Round Rock Advisors LLC
Rooted in community and driven by experience, Round Rock Advisors takes a holistic approach to financial planning. Our integrated solutions allow us to provide comprehensive, ongoing planning and investment advisory services that meet the complex and distinct needs of each client while also supporting multi-generational wealth. Clients rely on Round Rock Advisors for a comprehensive, solutions-focused approach to financial planning, and to enable them to make informed decisions on how to preserve their assets and protect their income. Round Rock Advisors LLC (Round Rock) is a Registered Investment Advisor (“RIA”) located in the State of Connecticut. Round Rock provides investment advisory services and related services for clients nationally. Round Rock will maintain all applicable registration and licenses as required by the various states in which Round Rock conducts business, as applicable. Round Rock renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please visit our website for important disclosures.
Round Rock Advisors LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Round Rock Advisors LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Robert Bennett, Cfp® | Financial Advisor, Cfp® - Wealth Management, Retirement Planning, Tax Strategy, Estate Planning for High-net-worth Clients - Fiduciary for Financial |
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|
|
| John Planell | Financial Advisor, Cfp | Pound Ridge, New York, United States |
Email
Phone
|
| Eamon Moran | Wealth Advisor at Round Rock Advisors Llc | New York City Metropolitan Area, United States |
Email
|
| Bert Bowler | Wilton Center, Connecticut, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
Associate / junior
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 4 | 4 | 2 |
| Finance | 3 | 3 | 2 |
| Sales | 2 | 2 | 0 |
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