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Edwin Robinson Foss

Rogan & Associates, Inc.

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About Edwin Robinson Foss

Edwin Foss is a Registered Representative and Investment Adviser Representative with Rogan & Associates, Inc. Edwin has been working in the securities industry since June 1989. Edwin has experience in various financial services areas including portfolio management and selection of other advisers. Edwin holds the following licenses: Series 6, 7, 24, 63, 66, 99TO, SIE and is a Registered Principal in Florida and New York.

Firm Information

Edwin Foss is currently registered with Rogan & Associates, Inc.. Rogan & Associates, Inc. is a Florida-based Corporation that has been in business since 1997. The firm offers a variety of financial planning and portfolio management services for individuals, corporations, and businesses, including retirement planning, college savings, and estate planning. The firm also provides selection of other advisors services. Rogan & Associates, Inc. manages over $586 million in assets for over 2,100 clients. They are registered with the SEC and have a presence in 22 states.
Rogan & Associates, Inc.

200 9TH AVENUE NORTH

SAFETY HARBOR, FL 34695

$586.15M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets under another ria's management

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Edwin Foss’s Registration & Firm History

FL

08/29/2022 - Present

Rogan & Associates, Inc. (TAMPA FL)

MO

11/07/1995 - 08/25/2000

CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)

CO

11/12/1993 - 12/05/1995

COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)

CO

10/06/1988 - 07/19/1993

COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)

NA

03/22/1988 - 05/11/1988

R A F FINANCIAL CORPORATION

NA

07/23/1987 - 04/04/1988

PROFESSIONAL BROKERAGE SERVICES INC.

NA

02/19/1985 - 07/27/1987

SMA EQUITIES, INC.

NA

06/24/1987 - 07/23/1987

HAMILTON BOHNER, INC.

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Licenses & Designations

BOTH

Issued 11/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 07/12/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edwin Robinson Foss.
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