Stephen RosenzweigCRD Number: 404801
Current Firm: Equitable Advisors, LLC
Stephen Rosenzweig (CRD# 404801) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 38 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Equitable Advisors, LLC||New York, NY||Jun 2005 - Current||17|
|Axa Advisors, LLC||New York, NY||Jun 2005 - Jun 2020||15|
|#ia Rosenzweig And Associates, Inc.||Bethesda, MD||Jan 1988 - Dec 2019||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1994|
Total Assets Under Management27,972MILLIONS
Total Number of Accounts70,048ACCOUNTS
Average Account Value$399,332
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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