Round Rock Advisors LLC

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
Industry
Financial Services
Employees
19
Founded
2017
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Robert Bennett, Cfp® Financial Advisor, Cfp® - Wealth Management, Retirement Planning, Tax Strategy, Estate Planning for High-net-worth Clients - Fiduciary for Financial
View
John Planell Financial Advisor, Cfp
Email Phone
Eamon Moran Wealth Advisor at Round Rock Advisors Llc
Email
Bert Bowler
Email Phone

Employees by Management Level

Individual contributor 7 profiles
Associate / junior 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 2
Finance 3 3 2
Sales 2 2 0

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