Unclaimed Profile

Carl Michael Rosenfeld

RADNOR FINANCIAL ADVISORS, LLC·WAYNE, Pennsylvania

Series 7, Series 66Clean record21 years registeredRADNOR FINANCIAL ADVISORS, LLC

485 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 4614086Firm CRD# 282753

Profile Verification

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

Identity

Carl Michael Rosenfeld · WAYNE, PA

Registration

CRD #4614086 · RADNOR FINANCIAL ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CORIENT

Nov 2022 – present

RADNOR FINANCIAL ADVISORS, LLC

Mar 2016 – Mar 2023

WAYNE, PA

RADNOR FINANCIAL ADVISORS, INC.

Apr 2005 – Mar 2016

WAYNE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 7, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RADNOR FINANCIAL ADVISORS, LLC

CRD 282753 · SEC 801-107320

AUM

$2.8B

Regulatory assets under management

Employees

2,588 client accounts

Services offered by RADNOR FINANCIAL 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 RADNOR FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Carl Michael Rosenfeld offer?

Carl Michael Rosenfeld specializes in Financial Planning, Investment Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Carl Michael Rosenfeld's credentials?

Carl Michael Rosenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Michael Rosenfeld located?

Carl Michael Rosenfeld is based in WAYNE, Pennsylvania, working with RADNOR FINANCIAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Carl Michael Rosenfeld charge for services?

Carl Michael Rosenfeld'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 RADNOR FINANCIAL ADVISORS, LLC?

RADNOR FINANCIAL ADVISORS, LLC has approximately 23 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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