Rockingstone Advisors

Rockingstone Advisors (CRD# 149592) is a financial advisory firm headquartered in Great Barrington, MA. They manage $270,625,608 in 239 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
292 Main Street, Suite 32, Great Barrington, MA 01230
http://www.rockingstoneadvisors.com
By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $1,132,325
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY, TX, VA

Financial Advisors at Rockingstone Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Eric Katzman, financial advisor Great Barrington MA
Eric R. Katzman
CRD#: 2300355
292 Main Street, Suite 32, Great Barrington, MA 01230

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.

2
Brandt Sakakeeny, financial advisor Harrison NY
Brandt A. Sakakeeny
CRD#: 1709197
600 Mamaroneck Ave, Ste 400, Harrison, NY 10528

Brandt Sakakeeny (CRD# 1709197) is an Investment Advisor Representative working at Rockingstone Advisors in Harrison, NY and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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