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Steven A Rosenberg

THE ARANDA GROUP ADVISORS, LLC·JENKINTOWN, Pennsylvania
SIE, Series 7, Series 66Clean record21 years registeredTHE ARANDA GROUP ADVISORS, LLC
724 OLD YORK ROAD, JENKINTOWN, PA 19046CRD# 4427951Firm CRD# 302100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven A Rosenberg · JENKINTOWN, PA
Registration
CRD #4427951 · THE ARANDA GROUP ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

THE ARANDA GROUP ADVISORS, LLC
Nov 2019 – present
RAYMOND JAMES & ASSOCIATES, INC.
Sep 2006 – Nov 2019
JENKINTOWN, PA
MORGAN STANLEY
Aug 2005 – Sep 2006
JENKINTOWN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 8, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE ARANDA GROUP ADVISORS, LLC
CRD 302100 · SEC 801-117280
AUM
$200M
Regulatory assets under management
Employees
8
456 client accounts
Services offered by THE ARANDA GROUP ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE ARANDA GROUP ADVISORS, LLC →
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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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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Research
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