Unclaimed Profile

Meredith Miriam Rosen

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

Series 65Clean record13 years registeredBEDELL 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. · 13 years registered

Brand Profile

Not yet started

Career History

BLUESPRING WEALTH MANAGEMENT, LLC

May 2026 – present

CAPITAL PLANNING ADVISORS LLC

Feb 2026 – Jun 2026

ROSEVILLE, CA

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

May 2013 – Jun 2026

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 9, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

CRD 107326 · SEC 801-57272

AUM

$722M

Regulatory assets under management

Employees

1,749 client accounts

Services offered by BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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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