Best Investors Account Sign in
Inactive

Yechiel Roth

Archer Investment Corporation

Carmel, IN

Chestnut Ridge, NY

CRD 7837032

Claim This Profile
Employer firm

Archer Investment Corporation CRD 136403

$1.01B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Archer Investment Corporation

11711 N. College Ave Suite 200, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-02
  • NY RA
    APPROVED
    Since 2024-07-02

Branch Locations

11711 N. College Ave Suite 200, Carmel, IN 46032 • United States

501 Chestnut Ridge Road Suite 204, Chestnut Ridge, NY 10977 • 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
Yh Roth Cpa Pc Chestnut Ridge NY 03/2013 Present
  • 03/2013 → Present
    Yh Roth Cpa Pc
    Chestnut Ridge, NY
Other Businesses

CPA in YH Roth, approximately 2012-13. Dedicates 40 hours a week and prepares financial statements, tax, etc. CPA responsibilities. Owner, not investment related.

Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Carmel, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor