Christine Parisi
R.W. Roge & Company · Bohemia, New York
Christine Parisi is a fee-only financial advisor at R.W. Roge & Company in Bohemia, New York, who holds the CFP credential. R.W. Roge & Company reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | R.W. Roge & Company |
|---|---|
| Based in | Bohemia, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $419.5M across 827 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4334353 |
| Exams passed | Series 63 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.alignable.com/bohemia-ny/r-w-roge-company-inc |
How Christine's firm compares
- R.W. Roge & Company's average account is about $507,000, from its Form ADV (assets managed divided by 827 accounts).
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Questions about Christine
Is Christine Parisi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and R.W. Roge & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christine charge for financial advice?
Christine's firm, R.W. Roge & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Christine Parisi based?
Christine Parisi is based in Bohemia, New York.
What credentials does Christine Parisi hold?
Christine Parisi holds the CFP credential.
Is Christine Parisi registered with the SEC?
Yes. Christine Parisi is registered as an investment adviser representative in NY (CRD 4334353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R.W. Roge & Company manage?
R.W. Roge & Company reports $419.5M across 827 accounts in assets under management.
How do I contact Christine Parisi?
Through Christine's website, www.alignable.com/bohemia-ny/r-w-roge-company-inc.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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