Kerry
Rothemich
Timecapital Investor Advisory Services Inc
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About this Advisor
Kerry Rothemich is a financial advisor based in Smithown, New York, working with Timecapital Investor Advisory Services Inc. Kerry has previously held positions at Kerry F. Rothemich, Atty At Law and Marsicovetere & Colavecchio, Llp. Kerry has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Kerry is part of Timecapital Investor Advisory Services Inc, which operates out of Smithown, 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 is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
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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
Kerry Rothemich Work History
Marsicovetere & Colavecchio, Llp
Kerry F. Rothemich, Atty At Law
Disclosures
Please visit the SEC profile of Kerry Rothemich 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
Smithown, NY
Port Jefferson Station, NY
Lloyd Harbor, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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