Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Rothstein is a financial advisor and Certified Financial Planner™ professional with Advisory Services Network. Marisa is a Registered Investment Advisor (RIA) and has been active in the financial industry since 2012. Marisa has held previous positions with Asset Strategies, Inc., Thon Met African Peach Foundation Inc., and Baker Avenue Asset Management LP. Advisory Services Network, LLC is a Registered Investment Advisor (RIA) headquartered in Atlanta, Georgia and has over 100 employees and manages over $6.8 billion in assets for individuals, businesses and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/07/2025 - Present
Advisory Services Network (Kinderhook NY)
Active
Inactive
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