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Egan Curtis Rosell

Eubel Brady & Suttman

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About Egan Curtis Rosell

Egan Curtis Rosell is a financial advisor at Eubel Brady & Suttman, a firm that offers financial planning and investment management services. Egan holds the Certified Financial Planner designation and has been a registered representative in Ohio since July 2019 and in Texas since May 2023. The firm offers a range of services, including financial planning, portfolio management, and pension consulting, and serves individuals, corporations, investment companies, and pooled investment vehicles. Egan has experience in the financial services industry since October 2014 and is active in the investment advisory business.

Firm Information

Egan Rosell is currently registered with Eubel Brady & Suttman. Eubel Brady & Suttman, based in Miamisburg, Ohio, is an investment advisory firm managing over $1.97 billion in assets. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as pension consulting and selection of other advisors. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Eubel Brady & Suttman

10100 INNOVATION DRIVE

MIAMISBURG, OH 45342

$1.98B

Assets Under Management

14

Total Clients

12

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Other fees may apply as disclosed in certain offering documents.

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Egan Rosell’s Registration & Firm History

OH

05/05/2023 - Present

Eubel Brady & Suttman (MIAMISBURG OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Egan Curtis Rosell.
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