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Melvin Rokeach

Strategic Wealth Management Group

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About Melvin Rokeach

Melvin Rokeach is an investment advisor representative with Strategic Wealth Management Group. Melvin is currently registered as an Investment Advisor Representative in both New York and New Jersey. Melvin has been in the industry since March 14, 2008. Strategic Wealth Management Group is headquartered in New York City and specializes in providing advisory services for businesses and individuals.

Firm Information

Melvin Rokeach is currently registered with Strategic Wealth Management Group. Strategic Wealth Management Group is an investment advisor located in NEW YORK, NY with approximately $667,747,857 in regulatory assets under management (RAUM) and $31,779,111 in charitable organization assets. They have 828 total accounts. The firm provides portfolio management for individuals and pension consulting. The firm also provides other advisory services such as selection of other advisers and consulting. The firm's main office is located at 1700 Broadway.
Strategic Wealth Management Group

1776 BROADWAY

NEW YORK, NY 10019

$667.75M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Melvin Rokeach’s Registration & Firm History

NY

05/29/2021 - Present

Strategic Wealth Management Group (NEW YORK NY)

NY

03/14/2008 - 09/24/2018

MAY CAPITAL GROUP, L.L.C. (NEW YORK NY)

NY

03/06/2000 - 02/04/2003

PARK AVENUE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/19/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Melvin Rokeach. Review regulatory record here.
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