Philip Brucato has been an investment adviser representative at R.W. Roge & Company since September 2024, and is not listed among the firm’s executive officers or direct owners. Philip Brucato holds a Bachelor's degree in Business Management from Christopher Newport University.
R.W. Roge & Company, Inc is a Bohemia, NY firm with $419M under management, 332 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Philip Brucato is Wealth Advisor of R.W. Rogé & Company. He supports all facets of the financial planning process, works closely with the Director of Client Services, and is responsible for maintenance in client accounts and for preparing financial reports for clients and the Investment Management Committee. Before joining the firm he worked as a relationship manager at Bank of America.
- R.W. Roge & Company, IncCurrent– present · 2 yearsBohemia, NY · Adviser representative · Firm CRD 104645
Professional designations
Listed by R.W. Roge & Company
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Philip Brucato is registered as an investment adviser representative in New York, since September 2024.
- New YorkSince 10 September 2024
Examinations
No examinations are on Philip Brucato’s record.
- CRD
- 4837619
- Firm
- R.W. Roge & Company · CRD 104645
- Office
- ONE CORPORATE DRIVE, SUITE 101, Bohemia, NY 11716
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rwroge.com
Where does Philip Brucato work?
Philip Brucato is an investment adviser representative registered through R.W. Roge & Company, Inc since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Philip Brucato a financial advisor?
Yes. Philip Brucato has a current investment-adviser registration in New York, through R.W. Roge & Company since September 2024.
How many years of experience does Philip Brucato have?
Philip Brucato has 2 years in the financial industry, since September 2024, across 1 adviser firm.
Where is Philip Brucato based?
Philip Brucato’s registered office is in Bohemia, NY.
Is Philip Brucato registered with FINRA?
No. Philip Brucato has no current broker registration.
Is Philip Brucato a CFP?
R.W. Roge & Company lists Philip Brucato with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Philip Brucato’s record?
Search CRD 4837619 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Brucato’s full registration record.
