Bret Rosenthal (CRD# 2245839) is an Investment Advisor Representative working at Rosenthal Capital Management, LLC in Jupiter, FL and has over 31 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosenthal Capital Management, LLC | Jupiter, NY | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management17MILLIONS
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Total Number of Accounts18ACCOUNTS
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Average Account Value$966,667
- A percentage of assets under your management
- Performance-based fees
- Other
FL
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