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ROOSEVELT ADVISORS LLC
ROOSEVELT ADVISORS LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved...
Overview
ROOSEVELT ADVISORS LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in OR, TX, WA. In Form ADV filed on 2026-03-31, it reported 2 employees; 286 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies, Other investment advisers, Pension and profit sharing plans, Sovereign wealth funds and foreign official institutions, State or municipal government entities; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.
General information
Firm type
Registered Investment Adviser
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