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BIG ROCK ADVISORS LLC

SAG HARBOR, NY · CRD 330067 · IAPD ↗ · bigrockadvisorsllc.com · 631-725-0300

$27.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — BIG ROCK ADVISORS LLC (SAG HARBOR, NY) is newly SEC-registered with $27.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.