Steven Michael Roge
Investment adviser representative at R.W. Roge & Company, Inc
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$419.5MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- R.W. Roge & Company Inc.Jul 1996 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
R.W. Roge & Company, Inc
$419.5MAssets managed
332Clients
4Advisers
40 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
- 4866201
- Firm CRD
- 104645