Samuel Rosner, financial advisor Murfreesboro TN

Samuel Rosner

CRD Number: 5289870
Current Firm: Vicus Capital, Inc.

Samuel Rosner (CRD# 5289870) is an Investment Advisor Representative working at Vicus Capital, Inc. in Murfreesboro, TN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Rosner Financial Tn Inc. Murfeesboro, TN Jan 2023 - Current 1
Rosner Financial Inc. Murfeesboro, TN Jan 2020 - Current 4
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 10
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA May 2007 - Current 16
Rosner Financial Group Watertown, NY Jan 2007 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Disclosure Information

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
Contact Info for Samuel A. Rosner
Phone Number: 855-558-4287
Registered State(s):
  • NY
  • TN
By the Numbers
  • Total Assets Under Management
    2,255
    MILLIONS
  • Total Number of Accounts
    8,430
    ACCOUNTS
  • Average Account Value
    $267,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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