Kerry
Rothemich

Timecapital Investor Advisory Services Inc

CRD#6990909
Investment Advisor
in Smithown, NY

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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

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

Smithown, NY

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Timecapital Investor Advisory Services Inc Brokerage Details

Total Assets Under Management

$240,331,379

NY Average: $7,464,549,021
Total Number of Employees

1

NY Average: 88
Total Number of Accounts

563

NY Average: 3,892
Average Account Size

$426,876

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Kerry Rothemich Work History

2003 - Present (21 years)

Marsicovetere & Colavecchio, Llp

2002 - Present (22 years)

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

Keith Butler
Port Jefferson Station, NY
Alex Rohman
Port Jefferson Station, NY
Kerry Rothemich
Smithown, NY
Joseph Stein
Lloyd Harbor, NY

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