Beth Rosenwald, financial advisor Baltimore MD

Beth Rosenwald

CRD Number: 1844501
Current Firm: Rbc Capital Markets, LLC

Beth Rosenwald (CRD# 1844501) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Baltimore, MD and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Baltimore, MD Mar 2017 - Current 7
Rbc Capital Markets, LLC Baltimore, MD Mar 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Beth C. Rosenwald
Phone Number: 212-858-7000
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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