Unclaimed Profile

Joshua Eric Rosen

FRESHFORD CAPITAL MANAGEMENT, LLC·RYE BROOK, New York

Clean recordFRESHFORD CAPITAL MANAGEMENT, LLC

800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 5944967Firm CRD# 158448

Profile Verification

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

Identity

Joshua Eric Rosen · RYE BROOK, NY

Registration

CRD #5944967 · FRESHFORD CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joshua Eric Rosen is a registered financial advisor based in RYE BROOK, New York, affiliated with FRESHFORD CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FRESHFORD CAPITAL MANAGEMENT, LLC

AUM

$949M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FRESHFORD CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5944967

Firm CRD# 158448

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Eric Rosen offer?

Joshua Eric Rosen specializes in Retirement Planning. Contact their office in RYE BROOK, New York for a consultation.

What are Joshua Eric Rosen's credentials?

Joshua Eric Rosen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Eric Rosen located?

Joshua Eric Rosen is based in RYE BROOK, New York, working with FRESHFORD CAPITAL MANAGEMENT, LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.

How does Joshua Eric Rosen charge for services?

Joshua Eric Rosen'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 FRESHFORD CAPITAL MANAGEMENT, LLC?

FRESHFORD CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $949M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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