linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rohan Khushroo Shroff

Fiduciary Trust International, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rohan? Claim Your Profile

About Rohan Khushroo Shroff

Rohan Khushroo Shroff is an investment advisor representative with Fiduciary Trust International, LLC. Rohan has been in the industry since June 2013 and is licensed in Massachusetts and New York. Rohan specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Rohan is also a Registered Investment Advisor and has a Series 65 license.

Firm Information

Rohan Shroff is currently registered with Fiduciary Trust International, LLC. Fiduciary Trust International, LLC is an investment advisor based in Lincoln, MA. They manage over $6.32 billion in assets for 469 clients. The firm provides financial planning, portfolio management, and selection of other advisors for individual, business, and institutional clients. Their client base primarily consists of high-net-worth individuals and institutional clients, managing $4.7 billion and $947 million in assets respectively.
Fiduciary Trust International, LLC

55 OLD BEDFORD RD

LINCOLN, MA 01773

$6.32B

Assets Under Management

1

Total Clients

14

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rohan Shroff’s Registration & Firm History

MA

02/23/2021 - Present

Fiduciary Trust International, LLC (LINCOLN MA)

Not sure if Rohan Khushroo Shroff is right for you?

Licenses & Designations

IA

Issued 10/03/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rohan Khushroo Shroff.
Not sure if Rohan Khushroo Shroff is right for you?