Eliot Rosenberg, financial advisor Perry FL
96 score

Eliot Rosenberg

CRD Number: 1056584
Current Firm: Calton & Associates, Inc.

Eliot Rosenberg (CRD# 1056584) is an Investment Advisor Representative working at Calton & Associates, Inc. in Perry, FL and has over 31 years of experience in the finance industry.

Similar Advisors
Wendy Meyer, financial advisor Perry FL
Wendy Meyer
CRD# 4663149
Ameriprise Financial Services, Inc.
Score
96
Similar Advisors
Bradley Bashaw, financial advisor Perry FL
Bradley O. Bashaw
CRD# 4085538
Edward Jones
Score
93
Similar Advisors
Mark Branham, financial advisor Perry FL
Mark E. Branham
CRD# 1588948
Ameriprise Financial Services, Inc.
Score
93
Professional Designations
Company Name Location Dates Years
Calton & Associates, Inc. Tallahassee, FL Jan 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Contact Info for Eliot S. Rosenberg
Phone Number: 813-264-0440
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    416
    MILLIONS
  • Total Number of Accounts
    2,834
    ACCOUNTS
  • Average Account Value
    $146,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Eliot Rosenberg and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.