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Baruch Z Halberstam

ROSEMAWR MANAGEMENT LLC·MIAMI BEACH, Florida
SIE, Series 7, Series 63Clean recordROSEMAWR MANAGEMENT LLC
1674 MERIDIAN AVENUE, MIAMI BEACH, FL 33139CRD# 5392422Firm CRD# 148984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Baruch Z Halberstam · MIAMI BEACH, FL
Registration
CRD #5392422 · ROSEMAWR MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ROSEMAWR MANAGEMENT LLC
CRD 148984 · SEC 801-69789
AUM
$1.4B
Regulatory assets under management
Employees
22
12 client accounts
Services offered by ROSEMAWR MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ROSEMAWR MANAGEMENT LLC →
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Frequently Asked Questions

What services does Baruch Z Halberstam offer?
Baruch Z Halberstam specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Baruch Z Halberstam's credentials?
Baruch Z Halberstam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Baruch Z Halberstam located?
Baruch Z Halberstam 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 Baruch Z Halberstam charge for services?
Baruch Z Halberstam'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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