Timecapital Investor Advisory Services Inc.

Timecapital Investor Advisory Services Inc. (CRD# 105672) is a financial advisory firm headquartered in Port Jefferson Station, NY. They manage $153,754,358 in 1,081 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    1,081
    ACCOUNTS
  • Average Account Value
    $142,233
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
  • Other
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.

CT, FL, NC, NJ, NY

Financial Advisors at Timecapital Investor Advisory Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alex J. Rohman
CRD#: 2272815
One Roosevelt Avenue, Port Jefferson Station, NY 11776
93
Wealthminder
score

Alex Rohman (CRD# 2272815) is an Investment Advisor Representative working at Timecapital Investor Advisory Services Inc. in Port Jefferson Station, NY and has over 22 years of experience in the finance industry.

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