Disclosures / Form CRS

This site is only intended for clients and interested investors residing in states and countries in which R.W. Rogé & Company, Inc. is qualified to conduct investment advisory services.

R.W. Rogé & Company, Inc. is a SEC registered investment adviser located in Bohemia, New York.  R.W. Rogé & Company, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, R.W. Rogé & Company, Inc. Web site is limited to the dissemination of general information pertaining to its investment advisory services.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.

Please contact R.W. Rogé & Company, Inc. at (631) 218-0077 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, R.W. Rogé & Company, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this Web site. Any subsequent, direct communication with a prospective client shall be conducted by a R.W. Rogé & Company, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Below please find links to our ADV Part 2 and 3, and our Privacy Policy. For general questions or questions regarding these documents, please contact us at 631-218-0077 or at info@rwroge.com.

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