Annette Rosenfield
Annette Rosenfield is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Annette is the managing member of Rosenfield Family LLC since 2010, dedicating minimal time. She is also the President of Tax & Estate Planning Inc. since 2010, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations8 states
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