# Rosemark Advisors, Inc.

> Rosemark Advisors, Inc. is a state-registered investment advisory firm in Bohemia, NY, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 5, 2026.

- CRD: 173677
- Filed as: ROSEMARK ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bohemia, NY
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173677
- AdvisorCensus page: https://advisorcensus.com/firm/rosemark-advisors-inc-bohemia-ny-173677

## Quick answers

**How is Rosemark Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Rosemark Advisors, Inc. reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rosemark Advisors, Inc. located?**
Rosemark Advisors, Inc.'s principal office is in Bohemia, NY, according to its Form ADV.

**Is Rosemark Advisors, Inc. registered with the SEC or a state?**
Rosemark Advisors, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 173677.

**How have Rosemark Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Rosemark Advisors, Inc.: Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Rosemark Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173677

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rosemarkadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 5 | September 20, 2021 |
| October 2026 | Not reported | 5 | March 5, 2026 |

Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rosemark Advisors, Inc. (CRD 173677): Form ADV filing data as of October 2026.