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Roger William Vogel

Investment adviser representative at Silvercrest Asset Management Group LLC
24 yearsExperience
1 stateRegistered in
CFADesignation
$28.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Silvercrest Asset Management Group LLCApr 2002 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 1 state (TX).

Silvercrest Asset Management Group LLC

$28.3BAssets managed
1,205Clients
34Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2398095
Firm CRD
118333
Advisor's SEC record (opens in a new tab)
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