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Aryeh Dov Rogoff

Investment adviser representative at Baron Financial Group LLC
11 yearsExperience
2 statesRegistered in
$369.1MFirm assets
19 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Baron Financial Group LLCJun 2026 to now
  2. Saint Peter's UniversityMay 2026 to now
  3. University of Mount Saint VincentJan 2026 to now
  4. MML Investors Services, LLCJan 2026 to Jun 2026
  5. Creative Financial GroupDec 2025 to Jun 2026
  6. Massmutual Life Insurance CoDec 2025 to Jun 2026
  7. Pricewaterhousecoopers (pwc)Sep 2024 to Dec 2025
  8. Fairleigh Dickinson UniversityJan 2021 to Sep 2024
  9. Studying AbroadJan 2015 to Jan 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

Baron Financial Group LLC

$369.1MAssets managed
315Clients
4Advisers
19 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
8201411
Firm CRD
144234
Advisor's SEC record (opens in a new tab)
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