Michael Rosenthal (CRD# 2309908) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bleakley Financial Group, LLC | Chappaqua, NY | Jun 2022 - Current | 1 |
| Private Advisor Group, Llc Dba Bleakley Financial Group, LLC | Chappaqua, NY | Apr 2018 - May 2022 | 4 |
| Advisory Services Network, LLC | Atlanta, GA | Nov 2016 - Apr 2018 | 1 |
| Park Avenue Securities | Rye Brook, NY | May 2016 - Aug 2016 | < 1 |
| Guardian Life Ins | Rye Brook, NY | May 2016 - Aug 2016 | < 1 |
| Unemployed | Chappaqua, NY | Jan 2016 - May 2016 | < 1 |
| Seneca | New York, NY | Jan 1996 - Dec 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- NY
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Total Assets Under Management9,176MILLIONS
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Total Number of Accounts22,440ACCOUNTS
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Average Account Value$408,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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