SR
Stephen Roehrig
from Novem Group
Stephen Roehrig is a financial advisor based in New York, Rochester,
with 25 years of experience. Stephen currently works for
Novem Group.
Stephen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Roehrig works at Novem Group
Novem Group is a financial advisory firm based in Rochester, New York. It currently has approximately $822,046,318 of assets under management and employs about 57 people. Novem Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
350 Linden Oaks, Suite 140, Rochester, New York, 14625
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