Simon Rosenberg, financial advisor Tampa FL

Simon Rosenberg

CRD Number: 5470488
Current Firm: Homestead Financial Partners

Simon Rosenberg (CRD# 5470488) is an Investment Advisor Representative working at Homestead Financial Partners in Tampa, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Homestead Financial LLC Tampa, FL Oct 2019 - Current 4
Sabal Trust St. Petersburg, FL Jan 2019 - Oct 2019 < 1
Snow Capital Management Sewickley, AL Jun 2007 - Jan 2019 11

Simon Rosenberg has no recent exams reported.
Contact Info for Simon C. Rosenberg
Phone Number: 850-339-7345
Registered State(s):
  • FL
Current Firm Details
Homestead Financial Partners
Firm's CRD Number: 306371
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $266,037
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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