Andrew Rosner, financial advisor San Diego CA
93 score

Andrew Rosner

CRD Number: 6037941
Current Firm: Epstein And White Financial LLC

Andrew Rosner (CRD# 6037941) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Epstein And White Financial LLC San Diego, CA Feb 2016 - Current 2
Eqis Capital Management, Inc. San Rafael, CA Oct 2015 - Current 2
Axa Advisors, LLC New York, NY Jan 2013 - Oct 2015 2
Mml Investors Services LLC La Jolla, CA Nov 2012 - Jan 2013 < 1
Massmutual Life Insurance Company San Diego, CA Feb 2012 - Jan 2013 < 1
Ecolab San Diego, CA Feb 2010 - Mar 2012 2
Unemployed San Diego, CA Dec 2009 - Feb 2010 < 1
Purdue University West Lafayette, IN Aug 2009 - Dec 2009 < 1
Purdue University West Lafeyette, IN Aug 2005 - Dec 2009 4
Ecolab San Diego, CA Jun 2009 - Aug 2009 < 1
Purdue University West Lafayette, IN Aug 2008 - Jun 2009 < 1
San Diego County Regional Aiport Authority San Diego, CA May 2008 - Aug 2008 < 1
Purdue University West Lafayette, IN Jan 2008 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Andrew G. Rosner
Phone Number: 858-564-8036
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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