Mitchell Rosenberg
Mitchell Rosenberg is a registered investment advisor at Eagle Strategies LLC, based in Thousand Oaks, CA, with 39 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
889 Pierce Court, Suite 102, Thousand Oaks, CA, 91360
Get directionsHistory
Regulatory History (1)
Criminal
January 1981Other Business ActivitiesSells Insurance
Mitchell is an insurance broker operating under MDR Insurance and Financial Services and Mahoney Financial Organization, LLC d/b/a MFO Insurance Solutions, selling New York Life products. Mitchell also owns rental real estate, is a market research participant, a board member for The Children's Hospital Advisory Board, and has various investment roles.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.