Raymond James & Associates
47yrs
Top advisor by experience in Beachwood
26yrs
Victor Roach
Full name on record: Victor John Roach
Financial advisor at Advice and Planning Services
Based in Beachwood, Ohio, Victor Roach is a fiduciary financial advisor with 26 years of industry experience. Victor has been with Advice and Planning Services since 2015; before that, Victor spent seven years at Strategic Advisers and five years at Raymond James & Associates. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 313 advisors with offices in Beachwood, and one of 235 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 16% by experience at Advice and Planning Services
OfficeTwo Chagrin Highlands, 3000 Auburn Drive Suite 150, Beachwood, OH 44122
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – now
- 2008 – 2015Strategic Advisers LLCPreviously
- 2004 – 2008Raymond James & Associates, Inc.Previously
- May 2003 – Jan 2004Advest, Inc.Previously
Contact Victor
(212) 490-9000Firm headquarters in New York, NY. Ask for Victor. Two Chagrin Highlands, 3000 Auburn Drive Suite 150Beachwood, OH 44122Office · Get directions Facebook pageAdvice and Planning Services
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Questions to ask Victor
Tailored to Victor’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Victor
How do I contact Victor?
Call Advice and Planning Services at (212) 490-9000 and ask for Victor Roach. Victor works from the Beachwood, OH office.
How long has Victor been a financial advisor?
Victor has been in the industry since 2000, about 26 years. Top 16% by experience at Advice and Planning Services.
What licenses does Victor hold?
Series 66. Tap any license on this page to see what it allows.
Is Victor a fiduciary?
Victor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Victor paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Victor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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