Ariel Rosenberg (CRD# 7868779) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Chicory Wealth | Decatur, GA | Feb 2024 - Current | < 1 |
Unemployed | Hillsborough, NC | Aug 2023 - Feb 2024 | < 1 |
The Community Empowerment Fund | Chapel Hill, NC | Mar 2020 - Jul 2023 | 3 |
Center For Cultural Innovation | Los Angeles, CA | Feb 2019 - Jan 2020 | < 1 |
Greensgrow | Philadelphia, PA | Oct 2018 - Feb 2019 | < 1 |
Greensgrow | Philadelphia, PA | Dec 2016 - Sep 2018 | 1 |
Greener Partners | Philadelphia, PA | May 2015 - Dec 2016 | 1 |
Unemployed | Philadelphia, PA | Jan 2015 - Apr 2015 | < 1 |
Center For Environmental Transformation | Camden, NJ | Mar 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- NC
-
Total Assets Under Management632MILLIONS
-
Total Number of Accounts1,854ACCOUNTS
-
Average Account Value$340,895
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, SC, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.