Unclaimed Profile

Eric Benjamin Rosel

MORGANROSEL WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado

SIE, Series 3, Series 6, Series 6TO, Series 7, Series 31, Series 63, Series 66, Series 99TOCFPClean record19 years registeredMORGANROSEL WEALTH MANAGEMENT, LLC

1805 SHEA CENTER DR, HIGHLANDS RANCH, CO 80129CRD# 4409800Firm CRD# 291065

Profile Verification

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

Identity

Eric Benjamin Rosel · HIGHLANDS RANCH, CO

Registration

CRD #4409800 · MORGANROSEL WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ROSEL WEALTH MANAGEMENT, LLC

Dec 2017 – present

PKS ADVISORY SERVICES, LLC

Nov 2017 – Jan 2018

ALBANY, NY

MORGAN STANLEY

Jun 2009 – Nov 2017

GREENWOOD VILLAGE, CO

CITIGROUP GLOBAL MARKETS INC.

Feb 2009 – Jun 2009

ENGLEWOOD, CO

UBS FINANCIAL SERVICES INC.

Jun 2007 – Mar 2009

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 6TO

Series 7

Series 31

Series 63

Series 66

Series 99TO

Registration record

First registered · June 28, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORGANROSEL WEALTH MANAGEMENT, LLC

CRD 291065 · SEC 801-112145

AUM

$410M

Regulatory assets under management

Employees

868 client accounts

Services offered by MORGANROSEL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORGANROSEL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Benjamin Rosel offer?

Eric Benjamin Rosel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.

What are Eric Benjamin Rosel's credentials?

Eric Benjamin Rosel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Benjamin Rosel located?

Eric Benjamin Rosel is based in HIGHLANDS RANCH, Colorado, working with MORGANROSEL WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.

How does Eric Benjamin Rosel charge for services?

Eric Benjamin Rosel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORGANROSEL WEALTH MANAGEMENT, LLC?

MORGANROSEL WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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