Unclaimed Profile

William Burk Rosenthal

ROSENTHAL ADVISORY SERVICES, L.P.·FORT WORTH, Texas

SIE, Series 6, Series 7, Series 24, Series 63CFP ChFC20 years registeredROSENTHAL ADVISORY SERVICES, L.P.

1408 MONTGOMERY ST, FORT WORTH, TX 76107CRD# 2030765Firm CRD# 114533

Profile Verification

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

Identity

William Burk Rosenthal · FORT WORTH, TX

Registration

CRD #2030765 · ROSENTHAL ADVISORY SERVICES, L.P. · 20 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Nov 2021 – present

LPL FINANCIAL LLC

Nov 2017 – Sep 2018

FORT WORTH, TX

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Dec 2007 – Dec 2017

FORTH WORTH, TX

ROSENTHAL ADVISORY SERVICES, L.P.

Sep 2005 – Feb 2022

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · September 12, 2005

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

2009Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ROSENTHAL ADVISORY SERVICES, L.P.

CRD 114533 · SEC 801-113369

AUM

$187M

Regulatory assets under management

Employees

363 client accounts

Services offered by ROSENTHAL ADVISORY SERVICES, L.P.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROSENTHAL ADVISORY SERVICES, L.P. →

Introduction

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Frequently Asked Questions

What services does William Burk Rosenthal offer?

William Burk Rosenthal specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FORT WORTH, Texas for a consultation.

What are William Burk Rosenthal's credentials?

William Burk Rosenthal holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Burk Rosenthal located?

William Burk Rosenthal is based in FORT WORTH, Texas, working with ROSENTHAL ADVISORY SERVICES, L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does William Burk Rosenthal charge for services?

William Burk Rosenthal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROSENTHAL ADVISORY SERVICES, L.P.?

ROSENTHAL ADVISORY SERVICES, L.P. has approximately 5 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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