AdvisorOS Directory
Claim Profile
SR

Steven A Rosenberg

THE ARANDA GROUP ADVISORS, LLC·JENKINTOWN, Pennsylvania
Unclaimed Profile
724 OLD YORK ROAD, JENKINTOWN, PA 19046CRD# 4427951Firm CRD# 302100
01

About

Steven A Rosenberg is a registered financial advisor based in JENKINTOWN, Pennsylvania, affiliated with THE ARANDA GROUP ADVISORS, 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
THE ARANDA GROUP ADVISORS, LLC
THE ARANDA GROUP ADVISORS, LLC
AUM
$200M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at THE ARANDA GROUP ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4427951
Firm CRD# 302100
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JENKINTOWN?

Browse all registered financial advisors in JENKINTOWN, Pennsylvania or claim this profile if it's yours.

Browse JENKINTOWN 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 Steven A Rosenberg offer?
Steven A Rosenberg specializes in Financial Planning, Investment Management. Contact their office in JENKINTOWN, Pennsylvania for a consultation.
What are Steven A Rosenberg's credentials?
Steven A Rosenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven A Rosenberg located?
Steven A Rosenberg is based in JENKINTOWN, Pennsylvania, working with THE ARANDA GROUP ADVISORS, LLC. Their office serves clients in the JENKINTOWN metropolitan area and surrounding communities.
How does Steven A Rosenberg charge for services?
Steven A Rosenberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE ARANDA GROUP ADVISORS, LLC?
THE ARANDA GROUP ADVISORS, LLC has approximately 8 employees and manages $200M 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 →
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile