ROUND ROCK ADVISORS LLC of WILTON, CT is an SEC-registered investment adviser (CRD 286007). Regulatory assets under management: $906.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Bert Thomas Bowler | MANAGING MEMBER, PRINCIPAL, AND PRIVATE WEALTH ADVISOR; MEMBER, PRINCIPAL, AND PRIVATE WEALTH ADVISOR | — |
| Craig Dan Jensen | MEMBER, CCO AND PRIVATE WEALTH ADVISOR | — |
| Erika B Morro | CHIEF OPERATIONS OFFICER | — |
| WINN CHRISTOPHER EDWARD | INTERIM CCO; MANAGING MEMBER AND INTERIM CCO | — |
| JENSEN CRAIG DAN | MEMBER AND CCO; MEMBER, CCO AND PRIVATE WEALTH ADVISOR | — |
| BOWLER BERT THOMAS | MANAGING MEMBER, PRINCIPAL AND PRIVATE WEALTH ADVISOR; MANAGING MEMBER, PRINCIPAL, AND PRIVATE WEALTH ADVISOR; MANAGING MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND PRIVATE WEALTH ADVISOR | — |
| DOWNEY DIXON PLACE | CHIEF COMPLIANCE OFFICER AND PRIVATE WEALTH ADVISOR | — |
| MORRO ERIKA BERRIO | CHIEF COMPLIANCE OFFICER | — |
| MORRO ERIKA B | CHIEF COMPLIANCE OFFICER | — |