Rosenzweig & Associates

Rosenzweig & Associates (CRD# 172573) is a financial advisory firm headquartered in Wayne, PA. They manage $247,023,244 in 1,009 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $244,820
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, DE, FL, MD, ME, NC, NJ, NY, PA, TX, VA

Financial Advisors at Rosenzweig & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Sharon L. Clifton
CRD#: 4317558
480 E. Swedesford Road, Suite 120, Wayne, PA 19087
93
Wealthminder
score

Sharon Clifton (CRD# 4317558) is an Investment Advisor Representative working at Rosenzweig & Associates in Wayne, PA and has over 17 years of experience in the finance industry.

2
Bryan J. Britchkow
CRD#: 2887921
480 East Swedesford Road, Suite 120, Wayne, PA 19087
78
Wealthminder
score

Bryan Britchkow (CRD# 2887921) is an Investment Advisor Representative working at Rosenzweig & Associates in Wayne, PA and has over 5 years of experience in the finance industry.

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