Unclaimed Profile

Andrew Harris Rosenthal

MEDINA VALUE PARTNERS, LLC·LOS ANGELES, California

Series 65Clean record15 years registeredMEDINA VALUE PARTNERS, LLC

11835 WEST OLYMPIC BLVD, LOS ANGELES, CA 90064CRD# 4494752Firm CRD# 155192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Harris Rosenthal · LOS ANGELES, CA

Registration

CRD #4494752 · MEDINA VALUE PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MEDINA VALUE PARTNERS, LLC

MEDINA VALUE PARTNERS, LLC

Mar 2020 – Sep 2025

LOS ANGELES, CA

BERNZOTT CAPITAL ADVISORS

Jan 2014 – Mar 2015

CAMARILLO, CA

PRESIDIO CAPITAL ADVISORS LLC

May 2011 – Jul 2013

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 24, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEDINA VALUE PARTNERS, LLC

CRD 155192 · SEC 801-121005

AUM

$342M

Regulatory assets under management

Employees

7 client accounts

Services offered by MEDINA VALUE PARTNERS, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at MEDINA VALUE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Harris Rosenthal offer?

Andrew Harris Rosenthal specializes in Retirement Planning, Wealth Management.

What are Andrew Harris Rosenthal's credentials?

Andrew Harris Rosenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Harris Rosenthal located?

Andrew Harris Rosenthal is based in LOS ANGELES, California, last registered with MEDINA VALUE PARTNERS, LLC.

How does Andrew Harris Rosenthal charge for services?

Andrew Harris Rosenthal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEDINA VALUE PARTNERS, LLC?

MEDINA VALUE PARTNERS, LLC has approximately 7 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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