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Michael Scott Rosenbach

SOLIST WEALTH MANAGEMENT LLC·TAMPA, Florida
Clean recordSOLIST WEALTH MANAGEMENT LLC
2701 N ROCKY POINT DRIVE, TAMPA, FL 33607CRD# 6497350Firm CRD# 329317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Scott Rosenbach · TAMPA, FL
Registration
CRD #6497350 · SOLIST WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Scott Rosenbach is a registered financial advisor based in TAMPA, Florida, affiliated with SOLIST WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SOLIST WEALTH MANAGEMENT LLC
SOLIST WEALTH MANAGEMENT
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6497350
Firm CRD# 329317
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Scott Rosenbach offer?
Michael Scott Rosenbach specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.
What are Michael Scott Rosenbach's credentials?
Michael Scott Rosenbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Scott Rosenbach located?
Michael Scott Rosenbach is based in TAMPA, Florida, working with SOLIST WEALTH MANAGEMENT LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Michael Scott Rosenbach charge for services?
Michael Scott Rosenbach's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLIST WEALTH MANAGEMENT LLC?
SOLIST WEALTH MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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