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Brandt Augustus Sakakeeny

ROCKINGSTONE ADVISORS LLC·GREAT BARRINGTON, Massachusetts
Series 7, Series 63, Series 66, Series 86, Series 87Clean record16 years registeredROCKINGSTONE ADVISORS LLC
292 MAIN STREET, GREAT BARRINGTON, MA 01230CRD# 1709197Firm CRD# 149592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandt Augustus Sakakeeny · GREAT BARRINGTON, MA
Registration
CRD #1709197 · ROCKINGSTONE ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ROCKINGSTONE ADVISORS
Mar 2020 – present
ROCKINGSTONE ADVISORS
Sep 2016 – Dec 2018
NEW YORK, NY
ROCKINGSTONE ADVISORS
Nov 2009 – Jul 2015
HARRISON, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Series 86
Series 87
Registration record
First registered · November 17, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCKINGSTONE ADVISORS LLC
CRD 149592 · SEC 801-77696
AUM
$271M
Regulatory assets under management
Employees
2
239 client accounts
Services offered by ROCKINGSTONE ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ROCKINGSTONE ADVISORS LLC →
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05

Frequently Asked Questions

What services does Brandt Augustus Sakakeeny offer?
Brandt Augustus Sakakeeny specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREAT BARRINGTON, Massachusetts for a consultation.
What are Brandt Augustus Sakakeeny's credentials?
Brandt Augustus Sakakeeny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandt Augustus Sakakeeny located?
Brandt Augustus Sakakeeny is based in GREAT BARRINGTON, Massachusetts, working with ROCKINGSTONE ADVISORS LLC. Their office serves clients in the GREAT BARRINGTON metropolitan area and surrounding communities.
How does Brandt Augustus Sakakeeny charge for services?
Brandt Augustus Sakakeeny's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKINGSTONE ADVISORS LLC?
ROCKINGSTONE ADVISORS LLC has approximately 2 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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GREAT BARRINGTON, MA

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