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Brandt Augustus Sakakeeny

Rockingstone Advisors

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About Brandt Augustus Sakakeeny

Brandt Augustus Sakakeeny is a registered investment advisor representative for Rockingstone Advisors, located in Harrison, NY. Brandt has been in the industry since 1995, and has held previous positions at Deutsche Bank Securities Inc., Salomon Smith Barney Inc., and Salomon Brothers Inc. Brandt specializes in providing portfolio management for individuals and businesses. Brandt is also a member of the Wake Forest College Board of Visitors and serves on the Board of Directors, Executive Committee, and as Treasurer of the Bonnie Briar Country Club.

Firm Information

Brandt Sakakeeny is currently registered with Rockingstone Advisors. Rockingstone Advisors is a registered investment advisor located in GREAT BARRINGTON, MA. They provide portfolio management for individuals, businesses, and other investment advisors. The firm manages approximately $285,789,462 in assets for 232 clients. They have 2 investment advisor representatives on staff.
Rockingstone Advisors

292 MAIN STREET

GREAT BARRINGTON, MA 01230

$285.79M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandt Sakakeeny’s Registration & Firm History

NY

03/20/2024 - Present

Rockingstone Advisors (Harrison NY)

NY

05/19/2000 - 12/31/2008

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

08/29/1995 - 05/18/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/28/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/13/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/28/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandt Augustus Sakakeeny.
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