Barry Rosenberg, financial advisor Chicago IL
93 score

Barry Rosenberg

CRD Number: 1183821
Current Firm: Monere Wealth Management, Inc.

Barry Rosenberg (CRD# 1183821) is an Investment Advisor Representative working at Monere Wealth Management, Inc. in Chicago, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Monere Investments, Inc. Chicago, IL Dec 2015 - Current < 1
Noyes Advisors LLC Chicago, IL Aug 2015 - Current 1
David A. Noyes And Company Chicago, IL Sep 2009 - Current 7
Mesirow Financial, Inc. Chicago, IL Dec 1993 - Sep 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Barry J. Rosenberg
Phone Number: 312-585-3850
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States


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

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