The Roosevelt Investment Group Inc

The Roosevelt Investment Group, Inc is a legally registered NY Corporation with 36 employees, including 14 advisors. While the number of clients it serves is unknown, it has an SEC approved status and has been registered since May 17, 1991.

• ADAM JONATHAN SHEER

  CO-CEO owns less than 5%

• ARTHUR HOWARD SHEER

  CHAIRMAN owns 75% or more

• BARBARA ANN SHEER

  DIRECTOR owns less than 5%

• BERNARD SPEAR

  SHAREHOLDER owns less than 5%

• DAVID ALLAN CHALFIN

  CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR owns less than 5%

• DONALD JOHN GUARINO

  SHAREHOLDER owns less than 5%

• HSIA 2011 REVOCABLE TRUST

  SHAREHOLDER owns less than 5%

• JAMES CHRISTIAN ROGERS

  PRESIDENT owns less than 5%

• JASON MICAH SHEER

  SHAREHOLDER owns less than 5%

• JOHN SCOTT ROSCOE

  CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER owns less than 5%

• L. DAVID SHEER

  CO-CEO owns less than 5%

• ROBERT LAWRENCE MEYER

  SHAREHOLDER owns less than 5%

• STEVEN KENNETH WEISS

  CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER owns less than 5%

• TWEED ROOSEVELT

  SHAREHOLDER owns less than 5%

• AY-WHANG ONG HSIA

  TRUSTEE owns 75% or more

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• Roosevelt Investment Group LLC reveals Q2 vs. Q3 2022 13F holdings comparison

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