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Lee Evan Rosenberg

AMERICAN INVESTMENT PLANNERS LLC·JERICHO, New York
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500 NORTH BROADWAY, JERICHO, NY 11753CRD# 1010402Firm CRD# 155558
01

About

Lee Evan Rosenberg is a registered financial advisor based in JERICHO, New York, affiliated with AMERICAN INVESTMENT PLANNERS 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
03

Firm Overview

Firm
AMERICAN INVESTMENT PLANNERS LLC
AMERICAN INVESTMENT PLANNERS LLC
AUM
$34M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at AMERICAN INVESTMENT PLANNERS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1010402
Firm CRD# 155558
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Evan Rosenberg offer?
Lee Evan Rosenberg specializes in Financial Planning, Investment Management. Contact their office in JERICHO, New York for a consultation.
What are Lee Evan Rosenberg's credentials?
Lee Evan Rosenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Evan Rosenberg located?
Lee Evan Rosenberg is based in JERICHO, New York, working with AMERICAN INVESTMENT PLANNERS LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Lee Evan Rosenberg charge for services?
Lee Evan Rosenberg'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 AMERICAN INVESTMENT PLANNERS LLC?
AMERICAN INVESTMENT PLANNERS LLC has approximately 17 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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