Unclaimed
Roger Alan Wittenberg is an Investment Advisor Representative registered with Bodhi Tree Capital Management, LLC. Roger is a licensed Investment Advisor Representative in Nevada. Roger has been in the industry since 2003 and has experience with real estate and other investments. He is experienced with portfolio management for individuals, and also for pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NV
03/21/2013 - Present
Bodhi Tree Capital Management, LLC (INCLINE VILLAGE NV)
IA
Issued 01/23/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Roger Wittenberg is the right advisor for you? Invested Better is here to help.