ROSEMARK ADVISORS, INC.

BOHEMIA, New York·4 registered advisors·CRD# 173677
SEC# 801-1066140631-699-2662
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Other
Compensation
Subscription fees
Other: ASSET MANAGEMENT SOLICITOR FEES
03

Specialties

Financial Planning
04

Advisors at ROSEMARK ADVISORS, INC.

4 registered advisors
Daniel Charles Weber
HAUPPAUGE, New York
Daniel Charles Weber
BOHEMIA, New York
Matthew Marc Racanelli
BOHEMIA, New York
Rebecca Rose Keiffert
BOHEMIA, New York
05

Office Locations

BOHEMIA, New York
3 advisors
HAUPPAUGE, New York
1 advisor

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Data sourced from SEC Form ADV filings. ROSEMARK ADVISORS, INC. (CRD# 173677) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.