Steven Rosenthal (CRD# 7173693) is an Investment Advisor Representative working at Fulcrum Wealth Advisors, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taxteam, LLC | Alamo, CA | Jan 2021 - Current | 3 |
| Fulcrum Wealth Advisors, LLC | Bellevue, WA | Mar 2020 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Nov 2019 - Current | 4 |
| Intuit Inc. | Kirkland, WA | Sep 2019 - Current | 4 |
| Unemployed | Kirkland, WA | May 2019 - Sep 2019 | < 1 |
| Intuit Inc. | Kirkland, WA | Jan 2019 - May 2019 | < 1 |
| Insight Global | Bellevue, WA | Apr 2018 - Dec 2018 | < 1 |
| Intuit Inc. | Kirkland, WA | Jan 2018 - May 2018 | < 1 |
| Unemployed | Kirkland, WA | Jun 2017 - Jan 2018 | < 1 |
| Expedia, Inc. | Bellevue, WA | Oct 2016 - Jun 2017 | < 1 |
| Unemployed | Cupertino, CA | Mar 2016 - Oct 2016 | < 1 |
| Paypal, Inc. | San Jose, CA | Jul 2015 - Mar 2016 | < 1 |
| Ebay Inc. | San Jose, CA | May 2006 - Jul 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- WA
-
Total Assets Under Management106MILLIONS
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Total Number of Accounts184ACCOUNTS
-
Average Account Value$574,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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