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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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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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- EM
Eamon Moran
Wealth Advisor · Finance & Accounting
EmailPhone - NM
Nicole Mercede
Client Services Associate · Customer/Client Service
EmailPhone - SS
Sean Sharkey Diaz
Client Services Coordinator · Customer/Client Service
EmailPhone - EM
Erika Morro
COO CISO CCO at Round Rock Advisors Llc · Other
EmailPhone - LM
Laurel Mathews
Private Wealth Advisor · Finance & Accounting
EmailPhone - RB
Robert Bennett
Private Wealth Advisor · Finance & Accounting
EmailPhone - RB
Robert Bennett
Private Wealth Advisor · Finance & Accounting
EmailPhone - BB
Bert Bowler
Wealth Management Advisor · Finance & Accounting
EmailPhone - EV
Elaine Votier Biersack
Associate Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
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
Sign up to unlock all 19 contacts at Round Rock Advisors Llc
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