Alan Rosenfield is a registered investment advisor, based in Scottsdale, AZ, with 22 years of industry experience.
Location
16220 N. Scottsdale Road, Suite 300, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is a managing member of FiBD Investments, overseeing private investments, and spends minimal time providing updates. He is also a managing member of Harmony Research & Compliance LLC, providing research, investment strategies, and compliance services to Harmony Asset Management.
Employment History
Previous Registrations
Platinum Wealth Partners
Harmony Asset Management LLC
State Registrations1 state
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