William Rocco Foley

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → Present
  Golden Years Insurance Group, Inc.
  Crystal River, FL
• 12/2017 → 07/2022
  Integrated Trust Systems
  Scottsdale, AZ
• 08/2015 → Present
  Royal Fund Management, Llc
  The Villages, FL

Other Businesses

1) 7/2018 Rocco Foley; Independent Insurance Agent/Licensed Public Adjuster; not investment-related, 1302 SE Paradise Ave. Crystal River, FL 34429, approximately 2-3 hours per week, approximately 30% spent on business; assists consumers through the Insurance Property Claims Settlement Process; may sell certain types of insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-17

Other Names

• Rocco Foley