Unclaimed Profile

Meredith Miriam Rosen

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.·WALNUT CREEK, California

Clean recordBEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

200 PRINGLE AVENUE, WALNUT CREEK, CA 94596CRD# 6193153Firm CRD# 107326

Profile Verification

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

Identity

Meredith Miriam Rosen · WALNUT CREEK, CA

Registration

CRD #6193153 · BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Meredith Miriam Rosen is a registered financial advisor based in WALNUT CREEK, California, affiliated with BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

AUM

$722M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6193153

Firm CRD# 107326

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Meredith Miriam Rosen offer?

Meredith Miriam Rosen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are Meredith Miriam Rosen's credentials?

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

Where is Meredith Miriam Rosen located?

Meredith Miriam Rosen is based in WALNUT CREEK, California, working with BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Meredith Miriam Rosen charge for services?

Meredith Miriam 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 BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.?

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. has approximately 13 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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