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Steven Daniel Rosenberg

WOODLINE PARTNERS LP·SAN FRANCISCO, California
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FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 5148238Firm CRD# 301480
01

About

Steven Daniel Rosenberg is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WOODLINE PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WOODLINE PARTNERS LP
WOODLINE PARTNERS LP
AUM
$15.0B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at WOODLINE PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5148238
Firm CRD# 301480
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Daniel Rosenberg offer?
Steven Daniel Rosenberg specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Steven Daniel Rosenberg's credentials?
Steven Daniel Rosenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Daniel Rosenberg located?
Steven Daniel Rosenberg is based in SAN FRANCISCO, California, working with WOODLINE PARTNERS LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Steven Daniel Rosenberg charge for services?
Steven Daniel Rosenberg'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 WOODLINE PARTNERS LP?
WOODLINE PARTNERS LP has approximately 75 employees and manages $15.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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