Deirdre Derosa is a CFP-designated registered investment advisor at Roundangle Advisors LLC, based in Red Bank, NJ, with 8 years of industry experience. Deirdre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 172 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RoundAngle Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. This fee is negotiable. The fee is deducted from your account quarterly, based on the value of your account at the end of the previous quarter. Certain alternative investments will be billed based on the most recently available valuation.
Location
1 Harding Road, Suite 206, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Deirdre is a Registered Investment Advisor (RIA) and Certified Financial Planner with RoundAngle Advisors LLC, focusing on financial planning, trading, and model portfolios. This is a full-time commitment for Deirdre.
Employment History
Current Registrations
Roundangle Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.