Irvin Rosenzweig, financial advisor Wilmington DE

Irvin Rosenzweig

CRD Number: 1587808
Current Firm: Wfg Advisors, LP

Irvin Rosenzweig (CRD# 1587808) is an Investment Advisor Representative working at Wfg Advisors, LP in Wilmington, DE and has over 33 years of experience in the finance industry. Irvin Rosenzweig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Diversified, Llc. Dba Diversified Lifelong Advisors Wilmington, DE Jan 2021 - Current < 1
Rosenzweig & Associates Dba Rz Wealth Wayne, PA Sep 2014 - Jan 2021 6
Midlantic Financial Strategies Group LLC Wayne, PA Feb 2006 - Jan 2021 14
Williams Financial Group Media, PA Mar 2003 - Sep 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Irvin W. Rosenzweig
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    9,918
    ACCOUNTS
  • Average Account Value
    $147,783
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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