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Rosemarie Fanelli

PROMETHEUM EMBER CAPITAL
New York, NY 10005
Some features on this profile are disabled
CRD#: 7463196
RF

Professional summary


Rosemarie Fanelli is a registered financial professional currently at PROMETHEUM EMBER CAPITAL located in New York, New York and PROFINANCIAL, INC. located in New York, New York.

Rosemarie is registered as a RR (Registered Representative) and started their career in finance in 2023. Rosemarie has worked at 2 firms and has passed the Series 99TO exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Rosemarie Fanelli'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

May 17, 2023 - Present

PROMETHEUM EMBER CAPITAL

Office #1: 120 Wall Street 25th Floor, New York, NY 10005Office #2: 120 Wall Street 25th Floor, New York, NY 10005
BD
CRD#: 312784
New York, NY
Current

March 31, 2025 - Present

PROFINANCIAL, INC.

Office #1: 120 Wall Street 25th Flr, New York, NY 10005
BD
CRD#: 15345
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 5/17/2023
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


PI
PROFINANCIAL, INC.
COLLINS-OGDEN, INC. | PROFINANCIAL, INC. | PROFINANCIAL | OGDEN SECURITIES

CRD#: 15345 / SEC#: , 8-32026

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
120 Wall Street 25th Flr, New York, NY 10005
Mailing Address
120 Wall Street 25th Flr, New York, NY 10005
Phone number
(212) 333-3315
Established
Louisiana since 05/15/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PROMETHEUM INCMINORITY OWNER
BECKERMAN, JARREDFINOP6683745
FANELLI, ROSEMARIECHIEF OPERATING OFFICER7463196
KAPLAN, BENJAMINCEO6993516
KITCHIN, KENNETH JOHNCHIEF COMPLIANCE OFFICER/AMLCO6748676

Disclosures


Regulatory Event1

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


PROFINANCIAL, INC.

CRD#: 15345New York, NY 10005

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