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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About Carey S. Roebuck Financial Services, LLC
Carey S. Roebuck Financial Services, LLC is a Brewster-based RIA. The firm has been operating for 11 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $180.6K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Carey S. Roebuck Financial Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARCY LOVELL BERBRICK
MEMBER
- CRD
- --
- Ownership
- 50% but less than 75%
CAREY STUART ROEBUCK
Chief Compliance Officer, Managing Member
- CRD
- #2539739
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,237,774 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,237,774 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Carey S. Roebuck Financial Services, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.