Unclaimed Profile

Eric Zachary Rosen

SIGNATURE INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 7, Series 24, Series 51, Series 55, Series 57TO, Series 66Clean record10 years registeredSIGNATURE INVESTMENT ADVISORS, LLC

2121 AVENUE OF THE STARS, LOS ANGELES, CA 90067-5040CRD# 6181478Firm CRD# 160715

Profile Verification

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

Identity

Eric Zachary Rosen · LOS ANGELES, CA

Registration

CRD #6181478 · SIGNATURE INVESTMENT ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

SIGNATURE INVESTMENT ADVISORS, LLC

Aug 2018 – present

SEIA

Jul 2016 – present

SIGNATURE INTELLIGENT PORTFOLIOS, LLC

Aug 2018 – Dec 2025

LOS ANGELES, CA

WEDBUSH SECURITIES INC.

Jan 2016 – May 2016

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 55

Series 57TO

Series 66

Registration record

First registered · January 26, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATURE INVESTMENT ADVISORS, LLC

CRD 160715 · SEC 801-76593

AUM

$4.9B

Regulatory assets under management

Employees

13,514 client accounts

Services offered by SIGNATURE INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at SIGNATURE INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Zachary Rosen offer?

Eric Zachary Rosen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Eric Zachary Rosen's credentials?

Eric Zachary Rosen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Zachary Rosen located?

Eric Zachary Rosen is based in LOS ANGELES, California, working with SIGNATURE INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Eric Zachary Rosen charge for services?

Eric Zachary Rosen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATURE INVESTMENT ADVISORS, LLC?

SIGNATURE INVESTMENT ADVISORS, LLC has approximately 13 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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