Rosemark Advisors, Inc.
Firm details
- Headquarters
- Bohemia, New York
- CRD number
- 173677
- Registered since
- September 11, 2015
- Website
- rosemarkadvisors.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Rosemark Advisors, Inc. is a corporation that provides financial planning services and operates an insurance brokerage. The firm is SEC-registered (since 2015) and is owned by an individual. Its stated fee arrangements include fixed fees and other fee types rather than a traditional assets-under-management fee model. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Filings list industry affiliations that include insurance company activity and a pension-consulting designation in the affiliation fields, while other filing elements do not record pension consultant activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Matthew Racanelli
PresidentCRD 6535270
Daniel Weber
FounderCRD 7352346
Rebecca Keiffert
Managing PartnerCRD 6535273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bohemia, NY
Suffolk
Location
Bohemia, NY
Headquartered in Bohemia, 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
- 5 Orville Dr
- Time zone
- ET (UTC-5)
- Office locations
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