AdvisorOS Directory
Claim Profile
BS

Brandt Augustus Sakakeeny

ROCKINGSTONE ADVISORS LLC·GREAT BARRINGTON, Massachusetts
Unclaimed Profile
292 MAIN STREET, GREAT BARRINGTON, MA 01230CRD# 1709197Firm CRD# 149592
01

About

Brandt Augustus Sakakeeny is a registered financial advisor based in GREAT BARRINGTON, Massachusetts, affiliated with ROCKINGSTONE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ROCKINGSTONE ADVISORS LLC
ROCKINGSTONE ADVISORS
AUM
$271M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ROCKINGSTONE ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1709197
Firm CRD# 149592
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREAT BARRINGTON?

Browse all registered financial advisors in GREAT BARRINGTON, Massachusetts or claim this profile if it's yours.

Browse GREAT BARRINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREAT BARRINGTON
John Lane Barry — AMERICAN INVESTMENT SERVICES INCSeth Lawrence Hoffman — AMERICAN INVESTMENT SERVICES INCCharles Dwayne Murphy — AMERICAN INVESTMENT SERVICES INCDavid Francis St. Peter — AMERICAN INVESTMENT SERVICES INCGregory Matthew Vankipnis — AMERICAN INVESTMENT SERVICES INC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile