AdvisorOS Directory
Claim Profile
Unclaimed Profile
AR

Alex John Rohman

TIMECAPITAL INVESTOR ADVISORY SERVICES INC·PORT JEFFERSON STATION, New York
SIE, Series 4, Series 7, Series 24, Series 63, Series 65, Series 72, Series 79TO, Series 99TOClean record10 years registeredTIMECAPITAL INVESTOR ADVISORY SERVICES INC
ONE ROOSEVELT AVENUE, PORT JEFFERSON STATION, NY 11776CRD# 2272815Firm CRD# 105672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alex John Rohman · PORT JEFFERSON STATION, NY
Registration
CRD #2272815 · TIMECAPITAL INVESTOR ADVISORY SERVICES INC · 10 years registered
Brand Profile
Not yet started
01

Career History

TIMECAPITAL INVESTOR ADVISORY SERVICES INC
Apr 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
Series 65
Series 72
Series 79TO
Series 99TO
Registration record
First registered · April 21, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672 · SEC 801-11732
AUM
$241M
Regulatory assets under management
Employees
2
532 client accounts
Services offered by TIMECAPITAL INVESTOR ADVISORY SERVICES INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TIMECAPITAL INVESTOR ADVISORY SERVICES INC →
Introduction

Speak with Alex

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

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

Looking for a financial advisor in PORT JEFFERSON STATION?

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

Browse PORT JEFFERSON STATION AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Alex John Rohman offer?
Alex John Rohman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORT JEFFERSON STATION, New York for a consultation.
What are Alex John Rohman's credentials?
Alex John Rohman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex John Rohman located?
Alex John Rohman is based in PORT JEFFERSON STATION, New York, working with TIMECAPITAL INVESTOR ADVISORY SERVICES INC. Their office serves clients in the PORT JEFFERSON STATION metropolitan area and surrounding communities.
How does Alex John Rohman charge for services?
Alex John Rohman'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 TIMECAPITAL INVESTOR ADVISORY SERVICES INC?
TIMECAPITAL INVESTOR ADVISORY SERVICES INC has approximately 2 employees and manages $241M 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 at TIMECAPITAL INVESTOR ADVISORY SERVICES INC

Richard George Rohman
PORT JEFFERSON STATION, NY
Jeffrey Philip Harriton
PORT JEFFERSON STATION, 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