Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
19yrs
Erick Roshelli has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Bethesda, Maryland. Erick has been with Hightower Advisors since 2019; before that, Erick spent ten years at TD Ameritrade and ten years at TD Ameritrade Investment Management. Hightower Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors at Hightower Advisors
Office7200 Wisconsin Ave Suite 910, Bethesda, MD 20814
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2019 – nowHightower Advisors, LLCCurrent firm
- 2008 – 2019TD Ameritrade, Inc.Previously
- 2008 – 2019TD Ameritrade Investment Management, LLCPreviously
- Aug 2007 – Nov 2008Edward JonesPreviously
Contact Erick
(312) 962-3800Firm headquarters in Chicago, IL. Ask for Erick. 7200 Wisconsin Ave Suite 910Bethesda, MD 20814Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Erick
Tailored to Erick’s registration and firm.
- 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 Erick
How do I contact Erick?
Call Hightower Advisors at (312) 962-3800 and ask for Erick Roshelli. Erick works from the Bethesda, MD office.
How long has Erick been a financial advisor?
Erick has been in the industry since 2007, about 19 years. More experience than 60% of advisors at Hightower Advisors.
What licenses does Erick hold?
Series 66. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Erick 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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