Edward Rosenfeld (CRD# 5201643) is an Investment Advisor Representative working at Foresight Advisors in New York City, NY and has over 16 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosenfeld Media LLC | New York, NY | Sep 2017 - Current | 6 |
| Lincoln Financial Advisors Corp | Rochelle Park, NJ | Feb 2008 - Current | 16 |
| Foresight Advisors LLC | New York, NY | Apr 2005 - Current | 19 |
| Itac | New York, NY | Aug 2011 - Feb 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
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- NY
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Total Assets Under Management4MILLIONS
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Total Number of Accounts13ACCOUNTS
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Average Account Value$282,174
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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