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Eric Richard Katzman

Rockingstone Advisors

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About Eric Richard Katzman

Eric Katzman is a financial advisor with over 20 years of experience in the financial services industry. Eric has a proven track record of success in providing investment advice to high-net-worth individuals and families. Eric is a Chartered Financial Analyst and holds the Series 7, 63, and 87 licenses. Currently, Eric is a Registered Investment Advisor at Rockingstone Advisors. Eric is committed to providing his clients with personalized financial advice and investment management services that meet their unique needs and goals. He is also active in the community, serving on the boards of several non-profit organizations.

Firm Information

Eric Katzman 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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Eric Katzman’s Registration & Firm History

MA

03/26/2024 - Present

Rockingstone Advisors (GREAT BARRINGTON MA)

NY

10/18/2000 - 06/23/2016

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

09/02/1993 - 10/05/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Richard Katzman.
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