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Jane Lora Rosenfeld

Aspire Advisors, LLC

North White Plains, NY

CRD 1455814

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Employer firm

Aspire Advisors, LLC CRD 150652

$109M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Aspire Advisors, Llc

661 North Broadway, North White Plains, NY 10603 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-18
  • NY RA
    APPROVED
    Since 2021-08-18

Branch Locations

661 North Broadway, North White Plains, NY 10603 • 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
Hamilton Cavanaugh & Associates, Inc. North White Plains NY 04/2004 Present
  • 04/2004 → Present
    Hamilton Cavanaugh & Associates, Inc.
    North White Plains, NY
Other Businesses

ASPIRE ADVISORS, LLC 661 N BROADWAY WHITE PLAINS, NY 10603 INVESTMENT RELATED EFFECTIVE 1-1-13 SALARIED ASSISTING WITH GENERAL INFORMATION 40 HOURS PER WEEK DURING REGULAR BUSINESS HOURS

Other Names
  • Jane Emerick

View on SEC IAPD

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