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Barry Joseph Rosenberg

Monere Wealth Management, Inc.

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About Barry Joseph Rosenberg

Barry Rosenberg is an investment advisor representative who has been in the industry since 1983. Barry is currently registered with Monere Wealth Management, Inc. in Illinois and Minnesota. Barry has been with Monere Wealth Management, Inc. since 2015. Prior to joining Monere Wealth Management, Inc. Barry worked for David A. Noyes & Company, MESIROW FINANCIAL, INC., MESIROW INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Barry holds Series 7, Series 15, Series 63, and Series 65 licenses.

Firm Information

Barry Rosenberg is currently registered with Monere Wealth Management, Inc.. Monere Wealth Management, Inc. is an investment advisory firm headquartered in Schaumburg, IL. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $270 million in assets and has a team of 10 investment advisor representatives.
Monere Wealth Management, Inc.

20 N. MARTINGALE ROAD

SCHAUMBURG, IL 60173

$270.00M

Assets Under Management

350

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Rosenberg’s Registration & Firm History

IL

01/07/2022 - Present

Monere Wealth Management, Inc. (SCHAUMBURG IL)

IL

09/09/2009 - 01/04/2016

DAVID A. NOYES & COMPANY (CHICAGO IL)

IL

12/15/1993 - 09/09/2009

MESIROW FINANCIAL, INC. (CHICAGO IL)

NA

09/29/1987 - 01/01/1994

MESIROW INVESTMENT SERVICES, INC.

NA

10/20/1983 - 10/08/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 03/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barry Joseph Rosenberg.
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