Rockingstone Advisors

Rockingstone Advisors (CRD# 149592) is a financial advisory firm headquartered in New York, NY. They manage $93,916,920 in 106 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $886,009
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Rockingstone Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Eric R. Katzman
CRD#: 2300355
200 Park Avenue, Suite 1700, New York, NY 10166
96
Wealthminder
score

Eric Katzman (CRD# 2300355) is an Investment Advisor Representative working at Rockingstone Advisors in New York, NY and has over 16 years of experience in the finance industry.

2
Brandt A. Sakakeeny
CRD#: 1709197
200 Park Avenue, Suite 1700, New York, NY 10166
93
Wealthminder
score

Brandt Sakakeeny (CRD# 1709197) is an Investment Advisor Representative working at Rockingstone Advisors in New York, NY and has over 17 years of experience in the finance industry.

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