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VerifiedFinancial Services· Founded 2017

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.

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HeadquartersWilton, United StatesEmployees18(11 to 50)Annual revenue$1M to <$10MFounded year2017Websiteroundrockadvisors.comLinkedIn profileLinkedIn

Verified contacts

19

available on Kipplo

LinkedIn employees

18

11 to 50 range

Open roles

no listings

Distinct roles

13

indexed titles

Tech stack

1

tools in use

Monthly traffic

15

organic / mo

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Top roles at Round Rock Advisors Llc

13 distinct titles indexed · top 10 shown.

  • 5private wealth advisor
  • 1accountant planning analyst
  • 1associate financial advisor
  • 1business economics graduate from providence college
  • 1client services associate
  • 1client services coordinator
  • 1coo
  • 1coo ciso cco at round rock advisors llc
  • 1financial advisor
  • 1paraplanner & junior advisor
  • +3more titles

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