Matthew Racanelli
Matthew Racanelli is a registered investment advisor at Rosemark Advisors, INC., based in Bohemia, NY, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
RoseMark Advisors may charge a fee for financial plans or cash flow models, depending on the service level. These fees are negotiable, and sometimes the service is provided without a fee. Fixed fees typically range from $500 to $5,000, quoted in advance. Half the fee is collected upfront, and the balance is due upon completion of the written plan. RMA may also review client investment statements and provide opinions on their current allocation and holdings.
Location
5 Orville Drive, Suite 400, Bohemia, NY, 11716
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns ERM Holding company and advises NY volunteer Fire Districts on their pension plans. Matthew also sells insurance products such as group annuities and group life insurance to the districts, dedicating a few hours per week.
Employment History
Current Registrations
Rosemark Advisors, INC.
Previous Registrations
Rosemark Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.