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Round Rock Advisors

Round Rock Advisors

Financial Services, 187 Danbury Rd, Wilton, Connecticut, 06897, United States, 1-10 Employees

roundrockadvisors.com

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Who is ROUND ROCK ADVISORS

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 plan...

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  • 187 Danbury Rd, Wilton, Connecticut, 06897, United States Headquarters: 187 Danbury Rd, Wilton, Connecticut, 06897, United States
  • 2017 Date Founded: 2017
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Round Rock Advisors Org Chart and Mapping

Employees
John Planell

John Planell

Financial Advisor

Bert Bowler

Bert Bowler

Wealth Management Advisor

Erika Morro

Erika Morro

Coo/Ciso/Cco at Round Rock Advisors Llc

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Frequently Asked Questions Regarding Round Rock Advisors

Answer: Round Rock Advisors's headquarters are located at 187 Danbury Rd, Wilton, Connecticut, 06897, United States

Answer: Round Rock Advisors's phone number is +20********

Answer: Round Rock Advisors's official website is https://roundrockadvisors.com

Answer: Round Rock Advisors's revenue is $5 Million to $10 Million

Answer: Round Rock Advisors's SIC: 6282

Answer: Round Rock Advisors has 1-10 employees

Answer: Round Rock Advisors is in Financial Services

Answer: Round Rock Advisors contact info: Phone number: +20******** Website: https://roundrockadvisors.com

Answer: 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.

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