Rosemark Advisors, Inc.
State-registered
Insurance-Affiliated
CRD 173677
· SEC file 801-106614
· Bohemia, NY
· ROSEMARKADVISORS.COM
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ADV data as of Mar 05, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Marc Racanelli | President And Chief Compliance Officer | Apr 2013 (13y) | 25% – 50% | |
| Rebecca Rose Keiffert | Secretary | Apr 2013 (13y) | 25% – 50% | |
| Weber, Daniel, Charles | Deceased | Feb 2020 (7y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • ASSET MANAGEMENT SOLICITOR FEES
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗