Unclaimed Profile

Brad Ostercamp

ROTELLA CAPITAL MANAGEMENT, INC.·BELLEVUE, Washington

Clean recordROTELLA CAPITAL MANAGEMENT, INC.

800 BELLEVUE WAY NE, BELLEVUE, WA 98004CRD# 7126586Firm CRD# 301009

Profile Verification

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

Identity

Brad Ostercamp · BELLEVUE, WA

Registration

CRD #7126586 · ROTELLA CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brad Ostercamp is a registered financial advisor based in BELLEVUE, Washington, affiliated with ROTELLA CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ROTELLA CAPITAL MANAGEMENT, INC.

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROTELLA CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Other: PLATFORM SUBSCRIPTION FEES

Regulatory

SEC/IARD CRD# 7126586

Firm CRD# 301009

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brad Ostercamp offer?

Brad Ostercamp specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Brad Ostercamp's credentials?

Brad Ostercamp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brad Ostercamp located?

Brad Ostercamp is based in BELLEVUE, Washington, working with ROTELLA CAPITAL MANAGEMENT, INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Brad Ostercamp charge for services?

Brad Ostercamp's firm is compensated through percentage of aum, other: platform subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROTELLA CAPITAL MANAGEMENT, INC.?

ROTELLA CAPITAL MANAGEMENT, INC. has approximately 23 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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