Unclaimed Profile

Charles Philip Rothstein

BERINGEA, LLC·FARMINGTON HILLS, Michigan

Clean recordBERINGEA, LLC

32330 W. 12 MILE ROAD, FARMINGTON HILLS, MI 48334CRD# 1459508Firm CRD# 161803

Profile Verification

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

Identity

Charles Philip Rothstein · FARMINGTON HILLS, MI

Registration

CRD #1459508 · BERINGEA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Philip Rothstein is a registered financial advisor based in FARMINGTON HILLS, Michigan, affiliated with BERINGEA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BERINGEA, LLC

AUM

$353M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERINGEA, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1459508

Firm CRD# 161803

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Frequently Asked Questions

What services does Charles Philip Rothstein offer?

Charles Philip Rothstein specializes in Retirement Planning, Fee-Only Advisory. Contact their office in FARMINGTON HILLS, Michigan for a consultation.

What are Charles Philip Rothstein's credentials?

Charles Philip Rothstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Philip Rothstein located?

Charles Philip Rothstein is based in FARMINGTON HILLS, Michigan, working with BERINGEA, LLC. Their office serves clients in the FARMINGTON HILLS metropolitan area and surrounding communities.

How does Charles Philip Rothstein charge for services?

Charles Philip Rothstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERINGEA, LLC?

BERINGEA, LLC has approximately 5 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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