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Brian Adam Rosen

Ritholtz Wealth Management

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About Brian Adam Rosen

Brian Rosen is an investment advisor representative currently registered with Ritholtz Wealth Management in Northbrook, Illinois. Brian has 17 years of experience in the industry and is registered to provide investment advisory services in Illinois. Brian also has experience with LPL Financial LLC, AXA Advisors, LLC. Brian is a Series 66, Series 7 and SIE licensed advisor.

Firm Information

Brian Rosen is currently registered with Ritholtz Wealth Management. Ritholtz Wealth Management is an investment advisory firm located in NEW YORK, NY. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a total of 10,501 client accounts with a total of $5,044,156,635 in assets under management.
Ritholtz Wealth Management

24 WEST 40TH STREET

NEW YORK, NY 10018

$5.04B

Assets Under Management

Not reported

Total Clients

37

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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good advice; liftoff - automated advisory services

Good advice; liftoff - automated advisory services

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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Brian Rosen’s Registration & Firm History

IL

12/04/2017 - Present

Ritholtz Wealth Management (Northbrook IL)

IL

12/14/2015 - 12/13/2017

LPL FINANCIAL LLC (NORTHBROOK IL)

IL

05/18/2005 - 12/09/2015

AXA ADVISORS, LLC (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 05/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Adam Rosen.
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