Rosen Investment Management LLC

Rosen Investment Management LLC (CRD# 170033) is a financial advisory firm headquartered in Newton, MA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Rosen Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
David E. Rosen
CRD#: 6281305
233 Needham Street, Suite 300, Newton, MA 02464

David Rosen (CRD# 6281305) is an Investment Advisor Representative working at Rosen Investment Management LLC in Newton, MA and has over 4 years of experience in the finance industry.

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