Melvin Rokeach
Investment adviser representative at Strategic Wealth Management Group
20 yearsExperience
2 statesRegistered in
$832.9MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Strategic Wealth Management GroupOct 2013 to now
- Rampart AmericaJan 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Strategic Wealth Management Group
Legal name: Strategic Advisors LLC
$832.9MAssets managed
351Clients
4Advisers
21 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
- 4124577
- Firm CRD
- 125882