John T. Kasameyer

ALTAR ROCK

LEXINGTON, MA

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CRD#: 4720029

Professional summary

John Thomas Kasameyer, who also goes by John Kasameyer, is a registered financial advisor currently at ALTAR ROCK located in Lexington, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Kasameyer

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 John Thomas Kasameyer's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 17, 2024 - Present

ALTAR ROCK

RIA

CRD#: 326868

LEXINGTON, MA

Past

March 8, 2022 - April 10, 2024

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

Cohasset, MA

Past

September 14, 2020 - February 8, 2022

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

RIA

CRD#: 301896

SMITHFIELD, RI

Past

November 26, 2003 - February 4, 2022

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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

Massachusetts
(6/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/17/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/25/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALTAR ROCK

ALTAR ROCK | ALTAR ROCK LLC

CRD#: 326868 / SEC#: 801-134664

Massachusetts

Registered Investment Advisory firm - (6/17/2024 Approved)

Michigan

Registered Investment Advisory firm - (3/17/2025 Approved)

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Contact information

Main Address

Lexington, MA

Mailing Address

437 Tennyson Dr., Staten Island, NY 10312-6545

Phone number

(917) 226-0565

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A + 2B - ALTAR ROCK LLC (9/30/2025)

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 140,546,878

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.

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Advisor Monitoring

Firm Stability Insights

John T. Kasameyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Kasameyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESSET ASSET MANAGEMENT, LLC

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

FIDELITY DISTRIBUTORS COMPANY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2005

Series 63

Date: 12/12/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2004

Series 6

Date: 11/25/2003

Current Firm

ALTAR ROCK

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTAR ROCK

TRUST BUT VERIFY

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