Andrew Rosenberg, financial advisor Charlotte NC

Andrew Rosenberg

CRD Number: 4590065
Current Firm: Wedge Capital Management LLP

Andrew Rosenberg (CRD# 4590065) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wedge Capital Management LLP Charlotte, NC Oct 2020 - Current 3
Wedge Capital Management LLP Charlotte, NC Jan 2018 - Oct 2020 2
Wedge Capital Management LLP Charlotte, NC Jul 2007 - Jan 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Andrew J. Rosenberg
Phone Number: 704-334-6475
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    7,583
    MILLIONS
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $32,405,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, GA, NC, NY

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