Declan James Rogers

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-12-19
FL	RA	APPROVED	2022-12-12

Branch Locations

11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	07/2022	Present
Hampton Golf	St Augustine	FL	11/2020	07/2022
Northwestern Mutual	Jacksonville	FL	08/2020	09/2020
University Of North Florida	Jacksonville	FL	05/2020	Present
Saint Leo University	Jacksonville	FL	09/2019	05/2020
United States Navy	Norfolk	VA	10/2015	09/2019

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
11/2020 → 07/2022

Hampton Golf

St Augustine, FL
08/2020 → 09/2020

Northwestern Mutual

Jacksonville, FL
05/2020 → Present

University Of North Florida

Jacksonville, FL
09/2019 → 05/2020

Saint Leo University

Jacksonville, FL
10/2015 → 09/2019

United States Navy

Norfolk, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-09

Nearby Firms