What departments does RoundAngle Advisors LLC have?

RoundAngle Advisors LLC has employees across 5 departments including Operations, Sales, Finance, Accounting, Support.

What is the largest department at RoundAngle Advisors LLC?

The largest department at RoundAngle Advisors LLC is Operations with 1 employees.

Where are RoundAngle Advisors LLC employees located globally?

RoundAngle Advisors LLC has employees across 1 continents and 1 countries including United States Of America.

How has RoundAngle Advisors LLC's team size changed over time?

RoundAngle Advisors LLC's team has decreased from approximately 3 to 2 employees based on available data.

RoundAngle Advisors LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

RoundAngle Advisors was founded by a team of experienced advisors with a unique vision in mind: to serve you not simply as an investment manager or an advisor, but as a financial advocate providing lifelong support and guidance as you navigate your career, business, life, and retirement.

Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations and ongoing education tailored to your questions. Through our unique approach, we believe you can focus less on your financial challenges and more on your passions in life. With offices in New York City, Long Island, and New Jersey, we work with individuals, families, executives, and business owners nationwide.

Find RoundAngle Advisors LLC employees' phone numbers or email addresses

RoundAngle Advisors LLC Global Highlights

North America
9

United States Of America
9

RoundAngle Advisors LLC's Leadership

M. N. D.
Coo & Director Of Client Services
Mobile Phone
Email
D. D.
Chief Compliance Officer
Mobile Phone
Email
N. D.
Director Of Client Services
Mobile Phone
Email
C. B.
Registered Sales Assistant & Client Relationship Manager
Mobile Phone
Email
J. B.
Managing Principal
Mobile Phone
Email
D. D.
Senior Financial Planner
Mobile Phone
Email
C. G.
Accounts Payable Administrator
Mobile Phone
Email
D. W.
Back Office Support
Mobile Phone
Email

RoundAngle Advisors LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other

Contact profiles from RoundAngle Advisors LLC

Name

Title

Contact Info

Location

Last Update

M. N. D.
Coo & Director Of Client Services
Mobile Phone
Email
United StatesNew Jersey
Sep 09, 2025
D. D.
Chief Compliance Officer
Mobile Phone
Email
United StatesNew Jersey
Oct 22, 2025
N. D.
Director Of Client Services
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. B.
Registered Sales Assistant & Client Relationship Manager
Mobile Phone
Email
Oct 23, 2024
J. B.
Managing Principal
Mobile Phone
Email
United StatesNew York
Sep 08, 2025
D. D.
Senior Financial Planner
Mobile Phone
Email
Oct 21, 2024
C. G.
Accounts Payable Administrator
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
D. W.
Back Office Support
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is RoundAngle Advisors LLC known for?

RoundAngle Advisors LLC was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 1 Harding Road Suite 206 Red Bank, New Jersey 07701 United States; you can contact the main corporate office by phone at

+1-516-256-****

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

What is RoundAngle Advisors LLC's most common email format?

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

How many employees does RoundAngle Advisors LLC have currently?

RoundAngle Advisors LLC has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are RoundAngle Advisors LLC's key employees and leadership?

As of February 2026, RoundAngle Advisors LLC's key employees include:

Coo & Director Of Client Services: M. N. D.
Chief Compliance Officer: D. D.
Director Of Client Services: N. D.
Registered Sales Assistant & Client Relationship Manager: C. B.
Managing Principal: J. B.

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