# RODGERS & ASSOCIATES

RODGERS & ASSOCIATES of LANCASTER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 121700
- Type: SEC-registered investment adviser
- SEC file number: 801-62118
- Location: 2025 LITITZ PIKE, LANCASTER, PA, 17601
- Phone: 717-560-3800
- Latest filing: 2026-03-30
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 21
- Accounts: 3,544

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Susan Lee Connors | DIRECTOR OF OPERATIONS | — |
| Rick Lee Rodgers | FINANCIAL ADVISOR | — |
| Sandra Horst Skrodinsky | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Jessica Lee Rodgers | PRINCIPAL | — |
| RODGERS RICK L | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| RODGERS JESSICA LEE | CHIEF COMPLIANCE OFFICER; DIRECTOR, ADVISER, SHAREHOLDER; FINANCIAL ADVISOR (+7 more) | — |
| SKRODINSKY SANDRA H | SECRETARY, DIRECTOR | — |
| EISENBERGER MARK ABRAM | DIRECTOR; VICE PRESIDENT, DIRECTOR | — |
| DELLINGER JOHN KNOX | VICE PRESIDENT, DIRECTOR; VICE PRESIDENT/MANAGER | — |
| SKRODINSKY SANDRA HORST | CHIEF COMPLIANCE OFFICER; DIRECTOR; DIRECTOR/CHIEF COMPLIANCE OFFICER (+3 more) | — |
| GIBSON JESSICA LEE | VICE PRESIDENT; VICE PRESIDENT/GENERAL MANAGER | — |
| CARNEY PATRICK | SHAREHOLDER, ADVISER | — |
| HELVESTON MICHAEL SCOTT | DIRECTOR; DIRECTOR OF ADVISER SERVICES; DIRECTOR OF ADVISER SERVICES, DIRECTOR | — |
| CONNORS SUSAN LEE | DIRECTOR; DIRECTOR OF OPERATIONS; DIRECTOR, SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121700/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121700/similar
- Related entities: https://search.stillhousedata.com/firm/121700/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121700

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.