Steven Roge
R.W. Roge & Company · Bohemia, New York
Steven Roge 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 MA · CRD 4866201 |
| Exams passed | Series 63 (2006) · Series 65 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.alignable.com/bohemia-ny/r-w-roge-company-inc |
How Steven'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 Steven
Is Steven Roge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, R.W. Roge & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Roge based?
Steven Roge is based in Bohemia, New York.
What credentials does Steven Roge hold?
Steven Roge holds the CFP credential.
Is Steven Roge registered with the SEC?
Yes. Steven Roge is registered as an investment adviser representative in MA (CRD 4866201), 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 Steven Roge?
Through Steven'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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