Deirdre Ann Derosa

CFP

Roundangle Advisors LLC

7 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Roundangle Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

172 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$176.5M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

1 Harding Road, Suite 206, Red Bank, NJ, 07701

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

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

March 2020 - Present · 5 yrs 11 mos

Purshe Kaplan Sterling InvestmentsBroker

February 2020 - Present · 6 yrs

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 2018 - January 2020 · 1 yr 9 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2018 - January 2020 · 2 yrs

State Registrations2 states

NJNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.