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Jaclyn Lauren Rothchild

THE TOKARZ GROUP ADVISERS LLC·PURCHASE, New York
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287 BOWMAN AVENUE, PURCHASE, NY 10577CRD# 2942260Firm CRD# 141577
01

About

Jaclyn Lauren Rothchild is a registered financial advisor based in PURCHASE, New York, affiliated with THE TOKARZ GROUP ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
THE TOKARZ GROUP ADVISERS LLC
THE TOKARZ GROUP ADVISERS LLC
AUM
$34M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE TOKARZ GROUP ADVISERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2942260
Firm CRD# 141577
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jaclyn Lauren Rothchild offer?
Jaclyn Lauren Rothchild specializes in Retirement Planning. Contact their office in PURCHASE, New York for a consultation.
What are Jaclyn Lauren Rothchild's credentials?
Jaclyn Lauren Rothchild is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaclyn Lauren Rothchild located?
Jaclyn Lauren Rothchild is based in PURCHASE, New York, working with THE TOKARZ GROUP ADVISERS LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Jaclyn Lauren Rothchild charge for services?
Jaclyn Lauren Rothchild'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 THE TOKARZ GROUP ADVISERS LLC?
THE TOKARZ GROUP ADVISERS LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PURCHASE
Philip James Birbara — MULLER ROAD CAPITAL, LPJr. John Bosworth — DEIMOS ASSET MANAGEMENT LLCMitchell Scott Brill — ALTIUM WEALTH MANAGEMENT LLCChristopher John Lagrego — ALTERNATIVE CAPITAL ADVISERS, LLCBruce William Shewmaker — THE TOKARZ GROUP ADVISERS LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)BUFFALO (132)
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Research
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