Philip Rosenau, financial advisor Doylestown PA
93 score

Philip Rosenau

CRD Number: 5624054
Current Firm: Great Valley Advisor Group, Inc.

Philip Rosenau (CRD# 5624054) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Great Valley Advisor Group, Inc. Doylestown, DE Jan 2017 - Current 1
Lpl Financial, LLC Doylestown, PA Jan 2017 - Current 1
Pruco Securities, LLC Chalfont, PA Dec 2008 - Jan 2017 8
The Prudential Insurance Company Of America Chalfont, PA Dec 2008 - Jan 2017 8
Unemployed Ambler, PA Sep 2008 - Dec 2008 < 1
Ocean City Beach Patrol Ocean City, NJ Jun 2008 - Sep 2008 < 1
Nco Financial Systems Horsham, PA Oct 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Philip A. Rosenau
Phone Number: 302-483-7200
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    825
    MILLIONS
  • Total Number of Accounts
    5,657
    ACCOUNTS
  • Average Account Value
    $145,898
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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