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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-18-2018
- Office Locations
- 2
Office Locations
About Roosevelt Advisors LLC
Roosevelt Advisors is an RIA serving families and business owners with customized financial planning and transparent, separately managed account portfolios. The firm supports retirement income planning across accumulation, distribution, and legacy goals, and integrates insurance and Social Security strategy as needed. Its SMA approach is largely ETF-based, and clients get 24/7 access to key account documents via its Generational Vault portal.
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Investment Vehicles
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Technology
Owner & Executives
MICHAEL JAMES HARALSON
Chief Compliance Officer, Managing Member, President
- CRD
- #5452750
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID KEITH FOWLER
--
- CRD
- #6090758
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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