Unclaimed Profile

Eric Richard Katzman

ROCKINGSTONE ADVISORS LLC·GREAT BARRINGTON, Massachusetts

Clean recordROCKINGSTONE ADVISORS LLC

292 MAIN STREET, GREAT BARRINGTON, MA 01230CRD# 2300355Firm CRD# 149592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Richard Katzman · GREAT BARRINGTON, MA

Registration

CRD #2300355 · ROCKINGSTONE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Richard Katzman 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ROCKINGSTONE ADVISORS LLC

ROCKINGSTONE ADVISORS

AUM

$271M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROCKINGSTONE ADVISORS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2300355

Firm CRD# 149592

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Richard Katzman offer?

Eric Richard Katzman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREAT BARRINGTON, Massachusetts for a consultation.

What are Eric Richard Katzman's credentials?

Eric Richard Katzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Richard Katzman located?

Eric Richard Katzman 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 Eric Richard Katzman charge for services?

Eric Richard Katzman'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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