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Barry Joseph Rosenberg

Monere Wealth Management, INC.
42 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningEducation Planning
Monere Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$771K average
Assets Under Management
$270.0M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$1,000

Location

20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Monere Wealth Management, INC.
December 2015 - Present · 10 yrs 2 mos
Monere Investments, INC.Broker
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Noyes Advisors LLC
August 2015 - January 2016 · 5 mos
David A. Noyes & CompanyBroker
September 2009 - January 2016 · 6 yrs 4 mos
David A. Noyes & Company
September 2009 - August 2015 · 5 yrs 11 mos
Mesirow Financial Investment Management, INC.
January 2007 - September 2009 · 2 yrs 8 mos
Mesirow Financial, INC.
January 1999 - September 2009 · 10 yrs 8 mos
Mesirow Financial, INC.Broker
December 1993 - September 2009 · 15 yrs 9 mos
Mesirow Investment Services, INC.Broker
September 1987 - January 1994 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1983 - October 1987 · 4 yrs
State Registrations6 states
CAFLILMEMNOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.