Big Rock Advisors LLC
Firm details
- Headquarters
- Sag Harbor, New York
- CRD number
- 330067
- Registered since
- September 9, 2026
- Website
- bigrockadvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.3%
- Individuals4.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Big Rock Advisors LLC is an independent, adviser-owned RIA that serves individual and family clients. The firm offers fee arrangements that include a percentage of assets under management plus hourly and fixed-fee engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting-type work. FINTRX flags the firm as not actively pursuing ESG investing and not operating as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds50%
Contacts
3 of 3
Stephen Taylor
Co-FounderCRD 4235510
Sean Hopkins
Investment Advisor RepresentativeCRD 5937931
Anthony Cardona
Co-FounderCRD 4342194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sag Harbor, NY
Suffolk
Location
Sag Harbor, NY
Headquartered in Sag Harbor, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 35 Main St
- Time zone
- ET (UTC-5)
- Office locations
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