Rosen Investment Management LLC

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

Current Firm Details
75 Second Avenue, Suite 605, Needham, MA 02494
https://www.rosenlawandfinance.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Rosen Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Rosen, financial advisor Needham MA
David E. Rosen
CRD#: 6281305
75 Second Avenue, Suite 605, Needham, MA 02494

David Rosen (CRD# 6281305) is an Investment Advisor Representative working at Rosen Investment Management LLC in Needham, MA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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