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Timothy James Rotolo

LLOYD HARBOR CAPITAL MANAGEMENT, LLC·COLD SPRING HARBOR, New York
Clean recordLLOYD HARBOR CAPITAL MANAGEMENT, LLC
44 MAIN STREET, COLD SPRING HARBOR, NY 11724CRD# 5161774Firm CRD# 304646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy James Rotolo · COLD SPRING HARBOR, NY
Registration
CRD #5161774 · LLOYD HARBOR CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy James Rotolo is a registered financial advisor based in COLD SPRING HARBOR, New York, affiliated with LLOYD HARBOR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
AUM
$451M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LLOYD HARBOR CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5161774
Firm CRD# 304646
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy James Rotolo offer?
Timothy James Rotolo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in COLD SPRING HARBOR, New York for a consultation.
What are Timothy James Rotolo's credentials?
Timothy James Rotolo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy James Rotolo located?
Timothy James Rotolo is based in COLD SPRING HARBOR, New York, working with LLOYD HARBOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the COLD SPRING HARBOR metropolitan area and surrounding communities.
How does Timothy James Rotolo charge for services?
Timothy James Rotolo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LLOYD HARBOR CAPITAL MANAGEMENT, LLC?
LLOYD HARBOR CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $451M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LLOYD HARBOR CAPITAL MANAGEMENT, LLC

Alexander Prylucki
COLD SPRING HARBOR, NY

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