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Alan Jay Dubin

ROSEMAWR MANAGEMENT LLC·MIAMI BEACH, Florida
Unclaimed Profile
1674 MERIDIAN AVENUE, MIAMI BEACH, FL 33139CRD# 6434047Firm CRD# 148984
01

About

Alan Jay Dubin is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with ROSEMAWR MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ROSEMAWR MANAGEMENT LLC
ROSEMAWR MANAGEMENT LLC
AUM
$1.4B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at ROSEMAWR MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6434047
Firm CRD# 148984
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Jay Dubin offer?
Alan Jay Dubin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Alan Jay Dubin's credentials?
Alan Jay Dubin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Jay Dubin located?
Alan Jay Dubin is based in MIAMI BEACH, Florida, working with ROSEMAWR MANAGEMENT LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Alan Jay Dubin charge for services?
Alan Jay Dubin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSEMAWR MANAGEMENT LLC?
ROSEMAWR MANAGEMENT LLC has approximately 22 employees and manages $1.4B 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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