Daniel Rosenberg
Daniel Rosenberg is a ChFC-designated registered investment advisor at Rosenberg Wealth Management LLC, based in Fort Lauderdale, FL, with 31 years of industry experience. Daniel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the owner and an insurance agent at Rosenberg Brokerage Services LLC since 2022, selling insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Rosenberg Wealth Management LLC
Previous Registrations
PNC Capital Advisors LLC
PNC Capital Markets LLCBroker
Foreside Fund Services, LLCBroker
Day Hagan Asset Management
Northern Lights Distributors, LLCBroker
Alps Distributors, INC.Broker
Stadion Money Management, LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Advisor Solutions, LLC.
Windsor Capital Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Vantage Securities, INC.Broker
Rosenberg Financial Services, INC.
Sun Life Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Pacific Cornerstone Capital IncorporatedBroker
Sentra Securities CORP
Sentra Securities CorporationBroker
Dreyfus Service CorporationBroker
Sei Investments Distribution CO.Broker
1717 Capital Management CompanyBroker
Intersecurities, INC.Broker
Forth Financial Securities, CorporationBroker
Wma Securities, INC.Broker
Pruco Securities CorporationBroker
Unum Sales CorporationBroker
Manequity, INC.Broker
State Registrations1 state
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.