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Laura Ingber Rotter

Laura I. Rotter

TRUE ABUNDANCE ADVISORS
White Plains, NY
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CRD#: 1564015
Laura Ingber Rotter

Professional summary


Laura Ingber Rotter, CFP®, who also goes by Laura Beth Ingber, is a registered financial advisor currently at TRUE ABUNDANCE ADVISORS located in White Plains, New York.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Laura has worked at 8 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.

Biography


I am passionate about practicing yoga and meditation, which help me create an environment where my clients are able to find that still, small voice inside to guide them toward what they truly value. In my free time, I enjoy skiing, hiking and just "being" with my husband Merrill and my three children, Elana, Ben and Saul. I am affiliated with Money Quotient, a non-profit organization that, through its Financial Life Planning tools, provides a life-centered approach to financial planning that helps me to engage, enlighten and empower the clients I serve. I am also affiliated with the Alliance of Comprehensive Planners ("ACP"), a not-for-profit community of fee-only financial planners that share the common philosophy of ongoing education, and use of a retainer model to best serve our clients and to assure that their goals are achieved.
top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Life Transitions
Retirement Planning
Budgeting
Socially Responsible Investing
Divorce Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases


Laura Beth Ingber

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Laura Ingber Rotter's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2017

Experience


Current

August 18, 2021 - Present

TRUE ABUNDANCE ADVISORS

RIA
CRD#: 283860
White Plains, NY
Past

May 29, 2014 - February 24, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
RYE BROOK, NY
Past

June 11, 2012 - March 14, 2013

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 3, 2011 - August 4, 2011

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
GREENWICH, CT
Past

February 13, 2009 - January 3, 2011

KNIGHT LIBERTAS LLC

BD
CRD#: 124790
GREENWICH, CT
Past

February 6, 1996 - September 7, 1996

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

February 2, 1995 - February 16, 1996

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

June 11, 1992 - January 3, 1995

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(8/18/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 3/5/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TRUE ABUNDANCE ADVISORS
TRUE ABUNDANCE ADVISORS
ROTTER, LAURA INGBER | TRUE ABUNDANCE ADVISORS

CRD#: 283860 / SEC#:

New York
Registered Investment Advisory firm - (7/13/2016 Approved)
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Contact information


Main Address
White Plains, NY
Mailing Address
Phone number
(914) 222-0832
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts58
AUM (Assets Under Management)$ 26,442,147

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRUE ABUNDANCE ADVISORS

TRUE ABUNDANCE ADVISORS

CRD#: 283860White Plains, NY

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Contact information


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