C
CRD: 280029
Carey S. Roebuck Financial Services, LLC
Brewster, MA
5127408271
$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
-- Brewster MA
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. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$180.6K AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Client Personas
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Services
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Owner & Executives
M
MARCY LOVELL BERBRICK
--
- CRD
- --
- Ownership
- 50% but less than 75%
(675) 585-9225
quantum.matrix@vitalcapital.com
in linkedin.com/in/legacy-bridge
C
CAREY STUART ROEBUCK
Chief Compliance Officer, Managing Member
- CRD
- #2539739
- Ownership
- 50% but less than 75%
(474) 877-4153
summit.horizon@harborcapital.com
in linkedin.com/in/value-ember
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $5,237,774
Public Funds:
15.6% Equity - Exchange:
53.6% Cash:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $448,926,343 | 15.6% |
| Equity - Exchange | $1,542,464,872 | 53.6% |
| Cash | $886,341,755 | 30.8% |
| Total | $2,877,732,970 | 100.0% |