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Roettger Gabelmann Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
10 Madison Avenue
Morristown, NJ 07962
Morristown, NJ 07962
tel: 973-993-4131
toll free: 800-554-9064
fax: 973-993-5275
toll free: 800-554-9064
fax: 973-993-5275
l - r: Andrew Roettger, Leslie Smith, H. Alan Gabelmann,
Theresa Kroom
Theresa Kroom
Group Details
Andrew Roettger, CIMA®
Senior Vice President - Wealth Management
Guided Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Guided Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
tel: 973-993-4131
toll free: 800-554-9064
fax: 973-993-5275
Professional Details
-
Series 3, 7, 63 & 65 Licensed
Life & Variable Annuity Insurance Licensed - B.A. - Economics, 1984
Rutgers University - CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Designation, 1999
The Wharton School
University of Pennsylvania - Association of Financial Planning
Member since 1999
Andrew Roettger, CIMA® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
H. Alan Gabelmann, CIMA®
Senior Vice President - Wealth Management
Guided Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Guided Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
tel: 973-993-4491
toll free: 800-554-9064
fax: 973-993-5275
Professional Details
-
Series 3, 7, 63 & 65 Licensed
Life, Health & Variable Annuity Insurance Licensed - B.A. - Economics, 1980
Rutgers University - CERTIFIED FINANCIAL PLANNER™, 1998 Fairleigh Dickinson University
- Certified Investment Management AnalystSM Designation, 2000
The Wharton School
University of Pennsylvania
H. Alan Gabelmann, CIMA® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Theresa Kroom
Registered Client Service Associate
tel: 973-993-5247
fax: 973-993-5275
Professional Details
- B.A. - Political Science
College of Charleston - M.A. - English Literature
Centenary College - Industry experience since 1992
- Notary Public
- Series 7 & 66 Licensed
Leslie Smith
Registered Client Service Associate
tel: 973-993-5256
fax: 973-993-5275
Professional Details
- Series 7, 31, 63 & 65 Licensed
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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