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Susan Elizabeth Rohe

Expert Financial Advisor & Portfolio Manager

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Susan Elizabeth Rohe

Susan Elizabeth Rohe

CRD: 4398022 Broker & Financial Advisor

Current Firm

Fidelity Brokerage Services LLC

ABOUT Susan Elizabeth Rohe

PROFILE: Susan Elizabeth Rohe is a seasoned financial professional with 20 years of experience in the securities and financial services industry. She is dually registered as a Broker and Investment Adviser and is currently affiliated with Fidelity Brokerage Services LLC in Smithfield, Rhode Island. Throughout her career, Susan has gained experience with several prominent financial institutions, including BlackRock, Chase Investment Services, Banc of America Investment Services, and Citigroup Global Markets. Her extensive industry background and registrations across 52 states and jurisdictions reflect a broad and well-established professional presence in the financial services industry.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with FINRA
  • Investment Adviser — Registered to provide investment advisory services
  • Multi-State Licensed — Holds securities licenses across 52 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

17 years

With two decades of experience in the financial services industry, Susan Elizabeth Rohe has built a diverse career spanning brokerage and investment advisory roles with several established financial institutions, including BlackRock, Chase, and Fidelity.

Professional Statistics

20
Years of Experience
9
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

900 Salem Street Smithfield, RI 02917

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Top traded (24h)
Stocks & Indices
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Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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