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Daniel Michael Rosenthal

IBEX WEALTH ADVISORS, LLC·LEBANON, New Jersey
SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record24 years registeredIBEX WEALTH ADVISORS, LLC
3 WERNER WAY, LEBANON, NJ 08833CRD# 2615961Firm CRD# 168674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Michael Rosenthal · LEBANON, NJ
Registration
CRD #2615961 · IBEX WEALTH ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE ADVISOR GROUP, LLC
Jun 2016 – present
IBEX WEALTH ADVISORS, LLC
Jan 2014 – Jun 2016
LEBANON, NJ
LPL FINANCIAL LLC
Jul 2002 – Sep 2016
LEBANON, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 65
Series 99TO
Registration record
First registered · July 29, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IBEX WEALTH ADVISORS, LLC
CRD 168674 · SEC 801-78971
AUM
$710M
Regulatory assets under management
Employees
9
1,126 client accounts
Services offered by IBEX WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IBEX WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Daniel Michael Rosenthal offer?
Daniel Michael Rosenthal specializes in Financial Planning, Investment Management. Contact their office in LEBANON, New Jersey for a consultation.
What are Daniel Michael Rosenthal's credentials?
Daniel Michael Rosenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Michael Rosenthal located?
Daniel Michael Rosenthal is based in LEBANON, New Jersey, working with IBEX WEALTH ADVISORS, LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Daniel Michael Rosenthal charge for services?
Daniel Michael Rosenthal'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 IBEX WEALTH ADVISORS, LLC?
IBEX WEALTH ADVISORS, LLC has approximately 9 employees and manages $710M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IBEX WEALTH ADVISORS, LLC

James John Varaklis
BEDMINSTER, NJ
Philip Francis Rongo
BEDMINSTER, NJ
ChFC
Glenn Edward Stephenson
BEDMINSTER, NJ
CFP
Annu E Mccarthy
LEBANON, NJ
Steven Thomas Mcgovern
LEBANON, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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