Edward Rosenblatt
Edward Rosenblatt is a registered investment advisor at Cetera Investment Advisers LLC, based in Mission Viejo, CA, with 30 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
22981 Bartolome, Mission Viejo, CA, 92692
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Regulatory History (6)
Customer Dispute
June 2023Customer Dispute
June 2017Customer Dispute
March 2009Customer Dispute
October 2008Customer Dispute
August 2004Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Edward sells fixed insurance products, including annuities and long-term care, dedicating minimal time to this activity. He also serves as an Investment Advisory Commissioner for the City of Mission Viejo and as President of the Saddleback Art League, each requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations21 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.