Eric Richard Katzman
Investment Adviser Representative at ROCKINGSTONE ADVISORS
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| <$499,999 | 1.75% |
| $500,000 - $999,999 | 1.50% |
| $1,000,000 - $4,999,999 | 1.25% |
| $5,000,000 - $14,999,999 | 1.00% |
| >$15,000,000 | 0.85% |
Rockingstone Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at ROCKINGSTONE ADVISORS
1 other advisor in the directory
View ROCKINGSTONE ADVISORS firm profileThis profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Richard Katzman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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