Andrew Rosenthal (CRD# 4494752) is an Investment Advisor Representative working at Medina Value Partners, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.
CRD# 6076207
Abacus Wealth Partners
CRD# 3024367
Ubs Financial Services Inc.
CRD# 5903526
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Medina Singh Partners, LLC | Los Angeles, CA | Aug 2018 - Current | 6 |
Unemployed | Westlake Village, CA | Jan 2018 - Jul 2018 | < 1 |
First Western Capital Management | Los Angeles, CA | Apr 2015 - Jan 2018 | 2 |
Bernzott Capital Advisors | Camarillo, CA | Aug 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- CA
- TX
-
Total Assets Under Management342MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$48,807,097
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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