Philip Rosenau, financial advisor Chalfont PA
93 score

Philip Rosenau

CRD Number: 5624054
Current Firm: Prudential Financial Planning Services

Philip Rosenau (CRD# 5624054) is an Investment Advisor Representative working at Prudential Financial Planning Services in Chalfont, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Chalfont, PA Dec 2008 - Current 8
The Prudential Insurance Company Of America Chalfont, PA Dec 2008 - Current 8
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Philip A. Rosenau
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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