Unclaimed Profile

Susanne Vaishvila Rosenfeldt

KOVACK ADVISORS, INC.·FT. LAUDERDALE, Florida

Series 27, Series 53, Series 4, Series 24, Series 39, Series 99, Series 52, Series 7, Series 66CFPClean recordKOVACK ADVISORS, INC.

6451 N. FEDERAL HWY, FT. LAUDERDALE, FL 33308CRD# 1072439Firm CRD# 140808

Profile Verification

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

Identity

Susanne Vaishvila Rosenfeldt · FT. LAUDERDALE, FL

Registration

CRD #1072439 · KOVACK ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1072439

Firm CRD# 140808

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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