AdvisorOS Directory
Claim Profile
Unclaimed Profile
RK

Rebecca Rose Keiffert

ROSEMARK ADVISORS, INC.·BOHEMIA, New York
Clean record4 years registeredROSEMARK ADVISORS, INC.
5 ORVILLE DRIVE, BOHEMIA, NY 11716CRD# 6535273Firm CRD# 173677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Rose Keiffert · BOHEMIA, NY
Registration
CRD #6535273 · ROSEMARK ADVISORS, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

ROSEMARK ADVISORS, INC.
Apr 2024 – present
ROSEMARK ADVISORS, INC.
Sep 2021 – Dec 2023
BOHEMIA, NY
02

Registrations & Exams

Registration record
First registered · September 22, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROSEMARK ADVISORS, INC.
CRD 173677 · SEC 801-106614
Employees
5
Total firm employees
Services offered by ROSEMARK ADVISORS, INC.
Per Form ADV
Financial planning
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at ROSEMARK ADVISORS, INC. →
Introduction

Speak with Rebecca

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rebecca is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOHEMIA?

Browse all registered financial advisors in BOHEMIA, New York or claim this profile if it's yours.

Browse BOHEMIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Rebecca Rose Keiffert offer?
Rebecca Rose Keiffert specializes in Financial Planning. Contact their office in BOHEMIA, New York for a consultation.
What are Rebecca Rose Keiffert's credentials?
Rebecca Rose Keiffert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Rose Keiffert located?
Rebecca Rose Keiffert is based in BOHEMIA, New York, working with ROSEMARK ADVISORS, INC.. Their office serves clients in the BOHEMIA metropolitan area and surrounding communities.
How does Rebecca Rose Keiffert charge for services?
Rebecca Rose Keiffert's firm is compensated through subscription fees, other: asset management solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSEMARK ADVISORS, INC.?
ROSEMARK ADVISORS, INC. has approximately 5 employees. 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 at ROSEMARK ADVISORS, INC.

Matthew Marc Racanelli
BOHEMIA, NY

More Advisors in BOHEMIA, New York

Jeffrey Charles Roberto
R.W. ROGE & COMPANY, INC·BOHEMIA, NY
CFP
Steven Michael Roge
R.W. ROGE & COMPANY, INC·BOHEMIA, NY
Michael Andrew Kerper
FEDERAL PREP ADVISORS, INC.·BOHEMIA, NY
Ronald Roge
R.W. ROGE & COMPANY, INC·BOHEMIA, NY
Rosanne Roge
R.W. ROGE & COMPANY, INC·BOHEMIA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile