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Susanne Vaishvila Rosenfeldt

KOVACK ADVISORS, INC.·FT. LAUDERDALE, Florida
CFPSeries 27Series 53Series 4Series 24Series 39Series 99Series 52Series 7Series 66SIE
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6451 N. FEDERAL HWY, FT. LAUDERDALE, FL 33308CRD# 1072439Firm CRD# 140808
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About

Susanne Vaishvila Rosenfeldt is a registered financial advisor based in FT. LAUDERDALE, Florida, affiliated with KOVACK ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
KOVACK ADVISORS, INC.
KOVACK ADVISORS, INC.
AUM
$4.3B
Regulatory assets under management
Employees
315
Total firm employees
View all advisors at KOVACK ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1072439
Firm CRD# 140808
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susanne Vaishvila Rosenfeldt offer?
Susanne Vaishvila Rosenfeldt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. LAUDERDALE, Florida for a consultation.
What are Susanne Vaishvila Rosenfeldt's credentials?
Susanne Vaishvila Rosenfeldt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Susanne Vaishvila Rosenfeldt located?
Susanne Vaishvila Rosenfeldt is based in FT. LAUDERDALE, Florida, working with KOVACK ADVISORS, INC.. Their office serves clients in the FT. LAUDERDALE metropolitan area and surrounding communities.
How does Susanne Vaishvila Rosenfeldt charge for services?
Susanne Vaishvila Rosenfeldt'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 KOVACK ADVISORS, INC.?
KOVACK ADVISORS, INC. has approximately 315 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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