Unclaimed Profile

Eric Zachary Rosen

SIGNATURE INVESTMENT ADVISORS, LLC·LOS ANGELES, California

Clean recordSIGNATURE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Zachary Rosen is a registered financial advisor based in LOS ANGELES, California, affiliated with SIGNATURE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SIGNATURE INVESTMENT ADVISORS, LLC

AUM

$4.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SIGNATURE INVESTMENT ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6181478

Firm CRD# 160715

View on FINRA BrokerCheck →

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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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