Eric Katzman (CRD# 2300355) is an Investment Advisor Representative working at Rockingstone Advisors in Great Barrington, MA and has over 22 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 3253371
Fiscal Wisdom Wealth Management LLC
CRD# 3092087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockingstone Advisors LLC | Great Barrington, MA | Sep 2016 - Current | 7 |
| Unemployed | New York, NY | Jul 2016 - Aug 2016 | < 1 |
| Deutsche Bank Securities Inc (dbsi) | New York, NY | Sep 2000 - Jun 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
- MA
- NY
- TX
-
Total Assets Under Management271MILLIONS
-
Total Number of Accounts239ACCOUNTS
-
Average Account Value$1,132,325
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NY, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.