AdvisorOS Directory
Claim Profile
NR

Niall Daniel Rosenzweig

URSAMINE CREDIT ADVISORS LLC·NEW YORK, New York
Unclaimed Profile
70 EAST 55TH STREET, NEW YORK, NY 10022CRD# 1700608Firm CRD# 150886
01

About

Niall Daniel Rosenzweig is a registered financial advisor based in NEW YORK, New York, affiliated with URSAMINE CREDIT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
URSAMINE CREDIT ADVISORS LLC
GALLATIN LOAN MANAGEMENT
AUM
$977M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at URSAMINE CREDIT ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1700608
Firm CRD# 150886
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Niall Daniel Rosenzweig offer?
Niall Daniel Rosenzweig specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Niall Daniel Rosenzweig's credentials?
Niall Daniel Rosenzweig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Niall Daniel Rosenzweig located?
Niall Daniel Rosenzweig is based in NEW YORK, New York, working with URSAMINE CREDIT ADVISORS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Niall Daniel Rosenzweig charge for services?
Niall Daniel Rosenzweig'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 URSAMINE CREDIT ADVISORS LLC?
URSAMINE CREDIT ADVISORS LLC has approximately 9 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW YORK
Gabriel Justin Riopel — ROOSEVELT MANAGEMENT COMPANY LLCWilliam Huyett — MIO PARTNERS, INC.Remy Briand — MSCI ESG RESEARCH LLCGlenn Mathew Shor — J.F. LEHMAN AND COMPANY LLCHarvey Wacht — SHUFRO, ROSE & CO., LLC
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)
City Guides
ROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile