Erdman J. Roof
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Erdman Jeffrey Roof, who also goes by Jeffrey Erdman Roof, was a registered financial professional .
Erdman is a previously registered financial professional and started their career in finance in 2003. Erdman had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 1, 2019 - January 4, 2021
FORT PITT CAPITAL GROUP, LLC
January 3, 2003 - October 30, 2019
ROOF ADVISORY GROUP, INC.
State Registrations and Notice Filings
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Exams
Current Firm
FORT PITT CAPITAL GROUP, LLC
CRD#: 281385 / SEC#: 801-106608
Contact information
Regulatory assets under management
| Total Number of Accounts | 9,164 |
| AUM (Assets Under Management) | $ 5,156,026,201 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
