Claim Profile
LR

Leon Rozenfeld

EPIPHANLY ADVISORY, LLC·AVENTURA, Florida
Unclaimed Profile
20803 BISCAYNE BLVD, AVENTURA, FL 33180CRD# 3237054Firm CRD# 324466
01

About

Leon Rozenfeld is a registered financial advisor based in AVENTURA, Florida, affiliated with EPIPHANLY ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
EPIPHANLY ADVISORY, LLC
EPIPHANLY ADVISORY, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 3237054
Firm CRD# 324466
View on FINRA BrokerCheck →

Looking for a financial advisor in AVENTURA?

Browse all registered financial advisors in AVENTURA, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Leon Rozenfeld offer?
Leon Rozenfeld is a registered financial advisor in AVENTURA, Florida. Contact their office for details on services offered.
What are Leon Rozenfeld's credentials?
Leon Rozenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leon Rozenfeld located?
Leon Rozenfeld is based in AVENTURA, Florida, working with EPIPHANLY ADVISORY, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How large is EPIPHANLY ADVISORY, LLC?
EPIPHANLY ADVISORY, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty