Alex Rohman
Alex Rohman is a registered investment advisor at Timecapital Investor Advisory Services INC, based in Port Jefferson Station, NY, with 33 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 222 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TimeCapital charges an annual advisory fee of up to 3% of the value of your portfolio. This fee is negotiable. Pershing Advisor Solutions acts as the broker-dealer and charges separate commissions and fees for transactions.
Location
One Roosevelt Avenue, Port Jefferson Station, NY, 11776
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alex is the President and Money Manager at TimeCapital Investor Advisory Services Inc. since 2010, dedicating about half of their time to this investment advisory firm.
Employment History
Current Registrations
Timecapital Investor Advisory Services INC
Timecapital Securities CorporationBroker
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
The Wellington Group, INC.Broker
Timecapital Securities CorporationBroker
State Registrations28 states
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