Zachary Rosenthal (CRD# 7534645) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Berwyn, PA and has 1 year of experience in the finance industry.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Group, LLC | Berwyn, PA | Jan 2024 - Current | < 1 |
| Sequoia Financial Group, LLC | Berwyn, PA | May 2023 - Jan 2024 | < 1 |
| Drexel University | Philadelphia, PA | Sep 2018 - Jun 2023 | 4 |
| Goldman Sachs | Philadelphia, PA | Mar 2022 - Nov 2022 | < 1 |
| Marcus & Millichap | Philadelphia, PA | Mar 2021 - Sep 2021 | < 1 |
| Rutgers University | New Brunswick, NJ | Jun 2020 - Sep 2020 | < 1 |
| Tailor Vintage | New York, NY | May 2019 - Sep 2019 | < 1 |
| Tailor Vintage | New York, NY | May 2018 - Sep 2018 | < 1 |
| Academy For Information Technology | Scotch Plains, NJ | Aug 2014 - Jun 2018 | 3 |
| Tailor Vintage | New York, NY | May 2017 - Sep 2017 | < 1 |
| Florence M Gaudineer Middle School | Scotch Plains, NJ | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- PA
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Total Assets Under Management17,865MILLIONS
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Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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