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Emily D Rosenkoetter

Colchester Partners LLC

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About Emily D Rosenkoetter

Emily Rosenkoetter is a registered representative with Colchester Partners LLC. Emily joined Colchester Partners LLC on 1/18/2024. Before joining Colchester Partners LLC, Emily was registered with PIPER SANDLER & CO. in New York, NY. Emily has passed the Series 63, Series 79TO, and SIE exams.

Firm Information

Emily Rosenkoetter is currently registered with Colchester Partners LLC. Colchester Partners LLC is a Limited Liability Company formed on February 26, 2002. The firm is registered in Massachusetts and New York. Colchester Partners LLC is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

11

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.

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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Emily Rosenkoetter’s Registration & Firm History

MA

01/18/2024 - Present

Colchester Partners LLC (BOSTON MA)

NY

07/04/2022 - 12/20/2023

PIPER SANDLER & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily D Rosenkoetter.
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