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Meet Our Founding Partners 

Steve Rokoszewski is co-founder and President of Anchor Advisory Services and is responsible for the firms overall strategy and business development initiatives including financial operations and Human Resources. In the industry since 1998, Steve began his career as a financial advisor, spent time at Met Life Investors in their annuity distribution group, and participated in the start-up and build-out of KBS Capital Markets Group. Most recently, Steve worked his way to Executive Vice President at Realty Capital Securities, which led the industry for over 5 consecutive years, topping $8 billion in investment product sales in 2014.  Steve was responsible for building both the internal sales force as well as the business development group which were integral to raising capital.  Additionally, Steve oversaw the implementation of a proprietary CRM system which added valuable experience in business analytics.  Steve resides in the South Shore of Massachusetts with his wife and son.

Jim Mulligan is co-founder and COO at Anchor Advisory Services and responsible for team development and leadership of all client associates as well as business management of the companies strategic goals. Jim has held multiple roles over his 17 years in the financial services industry at Realty Capital Securities, Boston Capital and Meridian Capital. He has successfully built and grown industry leading Wall Street sales organizations in both the private equity and direct investment space.  His experience starting out as in internal wholesaler early in his career then moving on to external wholesaling gives him the experience needed to understand the demands of both positions.  Jim has a proven track record of building, hiring and training successful distribution channels.  During his tenure at RCS, Jim was responsible for acquiring over 40 new firm relationships in the broker dealer channel in 2015. When Jim is not motivating sales associates he devotes his time to his wife and two children. 

"At Anchor we have progressed from a premier scheduling company to one offering innovative services specifically designed to increase sales for our clients. Our new approach to wholesaler scheduling has allowed us to quickly make our mark in the financial services industry. 
Being a technology-driven firm, we provide individualized service to each client.  When you partner with Anchor, you know you will receive the best scheduling, internal wholesaling and RIA Acquisition services in the the industry"
CONTACT

Anchor Advisory Services
8A Court St.

Plymouth, Ma 02360

Work Phone: 774-773-3984

HOURS OF OPERATION

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

2020 ANCHOR ADVISORY SERVICES