Alex
Rohman
Timecapital Investor Advisory Services Inc
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About this Advisor
Alex Rohman is a financial advisor based in Port Jefferson Station, New York, working with Timecapital Investor Advisory Services Inc. Alex has previously held a position at Timecapital Securities Corporation. Alex has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and New York. Currently, Alex is part of Timecapital Investor Advisory Services Inc, which operates out of Port Jefferson Station, New York. The firm has one employee and manages assets totaling $240.3 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Timecapital Investor Advisory Services Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Timecapital Investor Advisory Services Inc Brokerage Details
$240,331,379
1
563
$426,876
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Alex Rohman Work History
Timecapital Securities Corporation
Disclosures
Please visit the SEC profile of Alex Rohman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Timecapital Investor Advisory Services Inc
Port Jefferson Station, NY
Port Jefferson Station, NY
Smithown, NY
Lloyd Harbor, NY
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