Fee-OnlyFinder

Advisers in Bohemia, NY

2 advisers in Bohemia — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Federal Prep1650 Sycamore Ave., Suite 23 · Bohemia, NY 11716 · (631) 750-6499 · % of assets managedCRD 282663 · % of assets · $80.1 million AUMSEC registeredNo commissions reportedR.w. Roge & Company, INCOne Corporate Drive, Suite 101 · Bohemia, NY 11716 · (631) 218-0077 · Financial planningCRD 104645 · % of assets, Other · $419.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Bohemia? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.