Roger William Goetz

Employer firm

Fairport Asset Management Corp CRD 108414

$11.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/1988 → Present
  #Ia Fairport Asset Management Corp.
  Fairfield, CT
• 02/1997 → 09/2021
  Fairport Capital, Inc.
  Westport, CT
• 01/2010 → Present
  Fairport Financial, Llc
  Fairfield, CT
• 09/2021 → Present
  Fairport Capital, Inc.
  Scottsdale, AZ

Other Businesses

AGENT FOR LIFE, HEALTH, AND LONG-TERM CARE INSURANCE AND VARIABLE ANNUITIES. PRESIDENT OF FAIRPORT FINANCIAL LLC 2010-PRESENT. FAIRPORT ASSSTMENT MGMT. A REGISTERED INVESTMENT ADVISOR. INVESTMENT RELATED. 30 HOURS/WEEK.1515 BLACKROCK TPKE, SUITE 102, FAIRFIELD, CT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-08-13
• S63 Uniform Securities Agent State Law Examination
  1984-07-02