Round Rock Advisors LLC

CRD 286007 · Wilton, CT · $906.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286007
SEC number: 801-108989
Firm type: RIA
Assets under management: $906.7M as of Jun 22, 2026
Website: roundrockadvisors.com ↗
Phone: (203) 920-4774
Address: 187 Danbury Road, Wilton, CT, 06897

Advisors at this firm

9 in our index · page 1 of 1

Bert Thomas BowlerCRD 2485212 · Wilton, CT

IA RegisteredRegistration inactive

Disclosure event(s) on record
Elaine Votier BiersackCRD 7268012 · Wilton, CT

IA Registered
Allison CostasCRD 8139128 · Wilton, CT

IA Registered
Scott Leonard DynanCRD 3157770 · Wilton, CT

IA RegisteredRegistration inactive
Craig Dan JensenCRD 5766588 · Wilton, CT

IA Registered
Lynda Kommel-BrowneCRD 1365671 · Wilton, CT

IA RegisteredRegistration inactive
John Robert PlanellCRD 1333455 · Wilton, CT

IA RegisteredRegistration inactive
Jeffrey Mitchell ShawCRD 2818085 · Wilton, CT

IA Registered
Robert Alan WeinsteinCRD 723699 · Harrison, NY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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