Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Vogel is an investment advisor representative at Silvercrest Asset Management Group LLC, a registered investment advisor with the Securities and Exchange Commission (SEC). Roger has been with Silvercrest since April 2002, and he is registered with the state of Texas. Roger is a Chartered Financial Analyst (CFA) and has passed the Series 65 exam. Roger specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
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.
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NY
06/30/2003 - Present
Silvercrest Asset Management Group LLC (NEW YORK NY)
IA
Issued 05/27/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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