Andrew RosnerCRD 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.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|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|
Total Assets Under Management202MILLIONS
Total Number of Accounts4,445ACCOUNTS
Average Account Value$45,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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