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Cary James Rothman

Range Advisory, LLC

New York, NY

Mclean, VA

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Current Employers
Range Advisory, Llc

8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-18
VA RA APPROVED 2025-07-17
NY RA APPROVED 2025-07-16
TX RA APPROVED_RES 2025-07-16
  • PA RA
    APPROVED
    Since 2025-07-18
  • VA RA
    APPROVED
    Since 2025-07-17
  • NY RA
    APPROVED
    Since 2025-07-16
  • TX RA
    APPROVED_RES
    Since 2025-07-16

Branch Locations

369 Lexington Ave 9Th Floor, New York, NY 10017 • United States

8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Wealth Advisors New York NY 08/2018 06/2025
Andersen Tax, Llc New York NY 08/2015 08/2018
Range Advisory, Llc Mclean VA 07/2025 Present
  • 08/2018 → 06/2025
    Mariner Wealth Advisors
    New York, NY
  • 08/2015 → 08/2018
    Andersen Tax, Llc
    New York, NY
  • 07/2025 → Present
    Range Advisory, Llc
    Mclean, VA
Previous Registrations
  • 2021-08-26 → 2025-07-08
    Mariner
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-24
  • S65 Uniform Investment Adviser Law Examination
    2021-08-24

View on SEC IAPD

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