Matthew Marc Racanelli

Employer firm

Rosemark Advisors, Inc. CRD 173677

Reported services (Item 5G)

• Financial planning
• ACT AS A SOLICITOR

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  The Association Of Mature American Citizens
  Bohemia, NY
• 01/2013 → Present
  Rosemark Advisors
  Bohemia, NY

Previous Registrations

• 2021-09-22 → 2023-12-31
  Rosemark Advisors, Inc.
  Bohemia, NY

Other Businesses

ERM Holding company. 5 Orville Drive, Bohemia, NY 11716. 01/01/2020. 4hrs a week. Owner Advises NY volunteer Fire Districts on the their pension plan. We service the pension plan and sell insurance products such as group annuities and group life insurance to the districts.

Other Names

• Matthew Racanelli