Rosemary Myers, financial advisor Chattanooga TN

Rosemary Myers

CRD Number: 5045010
Current Firm: Csenge Advisory Group, LLC

Rosemary Myers (CRD# 5045010) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Chattanooga, TN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial Chattanooga, TN Jun 2021 - Current < 1
Csenge Adviosry Group Clearwater, FL Jun 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pepper Pike, OH Sep 2010 - May 2021 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Rosemary E. Myers
Phone Number: 727-437-6000
Firm Website: http://csenge.com/
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,612
    MILLIONS
  • Total Number of Accounts
    7,897
    ACCOUNTS
  • Average Account Value
    $204,070
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

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