Round Rock Advisors LLC Employee Directory

Q: What is Round Rock Advisors LLC known for?

Round Rock Advisors LLC was founded in 2017. Round Rock Advisors LLC operates in the Financial Services industry.

Q: How many employees does Round Rock Advisors LLC have currently?

Round Rock Advisors LLC has approximately 18 employees.

Financial ServicesConnecticut, United States11-50 Employees

Rooted in community and driven by experience, Round Rock Advisors takes a holistic approach to financial planning. Our integrated solutions allow us to provide comprehensive, ongoing planning and investment advisory services that meet the complex and distinct needs of each client while also supporting multi-generational wealth.

Clients rely on Round Rock Advisors for a comprehensive, solutions-focused approach to financial planning, and to enable them to make informed decisions on how to preserve their assets and protect their income.

Round Rock Advisors LLC (Round Rock) is a Registered Investment Advisor (“RIA”) located in the State of Connecticut. Round Rock provides investment advisory services and related services for clients nationally. Round Rock will maintain all applicable registration and licenses as required by the various states in which Round Rock conducts business, as applicable. Round Rock renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please visit our website for important disclosures.

Find Round Rock Advisors LLC employees' phone numbers or email addresses

Round Rock Advisors LLC Global Highlights

North America
25

United States Of America
25

Round Rock Advisors LLC's Leadership

E. M.
Coo/Ciso/Cco At Round Rock Advisors Llc
Mobile Phone
Email
E. M.
Coo
Mobile Phone
Email
T. D. H.
Head Of Trading
Mobile Phone
Email
S. D.
Senior Portfolio Manager
Mobile Phone
Email
P. R.
Portfolio Manager
Mobile Phone
Email
R. B.
Private Wealth Advisor
Mobile Phone
Email
N. M.
Client Services Associate
Mobile Phone
Email
B. B.
Wealth Management Advisor
Mobile Phone
Email

Contact profiles from Round Rock Advisors LLC

Name

Title

Contact Info

Location

Last Update

R. J. D.
Paraplanner & Junior Advisor
Mobile Phone
Email
United StatesConnecticut
May 25, 2025

Frequently Asked Questions

What is Round Rock Advisors LLC known for?

Round Rock Advisors LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 187 Danbury Road, Suite 201; you can contact the main corporate office by phone at

+1-203-920-****

. Explore Round Rock Advisors LLC's company overview page for more information.

What is Round Rock Advisors LLC's most common email format?

Round Rock Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Round Rock Advisors LLC email formats with LeadIQ.

How many employees does Round Rock Advisors LLC have currently?

Round Rock Advisors LLC has approximately 18 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Round Rock Advisors LLC's key employees and leadership?

As of December 2025, Round Rock Advisors LLC's key employees include:

Coo/Ciso/Cco At Round Rock Advisors Llc: E. M.
Coo: E. M.
Head Of Trading: T. D. H.
Senior Portfolio Manager: S. D.
Portfolio Manager: P. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking