Best Investors
Account
Sign in
Best Investors
Account
Sign in
Roland Financial Wealth Management LLC CRD 315175
$68.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3250 West Lake Road, Erie, PA 16505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management Llc | Topeka | KS | 09/2016 | 12/2022 |
| Roland Financial, Llc | Erie | PA | 10/2015 | Present |
| Roland Financial Wealth Management, Llc | Erie | PA | 05/2016 | Present |
| Roland Financial Wealth Management Llc | Erie | PA | 05/2021 | Present |
| Abacus Capital Holdings, Llc | Erie | PA | 02/2026 | Present |
1.) ROLAND FINANCIAL, LLC, INVESTMENT-RELATED, ERIE, PA, ANNUITIES, LIFE INSURANCE & MEDICARE, OWNER/CEO, 8/2014, 200 HOURS/MONTH, 160 HOURS/TRADING, SALES. 2.) ROLAND FINANCIAL WEALTH MANAGEMENT, LLC; ERIE, PA 16506, WRITING FINANCIAL BOOK; INVESTMENT RELATED, PRESIDENT/OWNER/WRITER; 9/2015; 160 HRS/MO; 160 HRS/TRADING. 3) ABACUS CAPITAL HOLDINGS, LLC; NOT INV REL; REAL ESTATE HOLDING CO FOR OWNERSHIP OF BUILDING; OFFICE RENTAL; START; 02/2026; 1-2 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
Reach out to this advisor