Matthew M. Racanelli

ROSEMARK ADVISORS

Bohemia, NY 11716

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CRD#: 6535270

Professional summary

Matthew Marc Racanelli, who also goes by Matthew Racanelli, is a registered financial advisor currently at ROSEMARK ADVISORS, INC. located in Bohemia, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Racanelli

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.

ERM Holding company. 5 Orville Drive, Bohemia, NY 11716. 01/01/2020. 4hrs a week. Owner Advises NY volunteer Fire Districts on the their pension plan. We service the pension plan and sell insurance products such as group annuities and group life insurance to the districts.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Marc Racanelli'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®

None

Experience

Current

April 1, 2024 - Present

ROSEMARK ADVISORS, INC.

Office #1: 5 Orville Drive Suite 400, Bohemia, NY 11716

RIA

CRD#: 173677

Bohemia, NY

Past

September 22, 2021 - December 31, 2023

ROSEMARK ADVISORS, INC.

RIA

CRD#: 173677

BOHEMIA, 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
(4/1/2024)

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

Current Firm

ROSEMARK ADVISORS, INC.

CRD#: 173677 / SEC#: 801-106614

RIA

Registered Investment Advisory firm - (12/13/2021 Terminated)

New York

Registered Investment Advisory firm - (4/1/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5 Orville Drive Suite 400, Bohemia, NY 11716

Mailing Address

Phone number

(631) 699-2664

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Firm Stability Insights

Matthew M. Racanelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Marc Racanelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSEMARK ADVISORS, INC.

ROSEMARK ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

ROSEMARK ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

ROSEMARK ADVISORS, INC.

TRUST BUT VERIFY

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